Plumbers & Steamfitters Local 43 Pension Fund — Form 5500 plan (Plumbers & Steamfitters Local 43 Pension Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Plumbers & Steamfitters Local 43 Pension Fund is a benefit plan reported by Plumbers & Steamfitters Local 43 Pension Fund under EIN 62-6101288 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,800 participants and $143,329,780 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 43 Pension Fund
- EIN
- 62-6101288
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,800
- End-of-year plan assets
- $143,329,780
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,800 | H, C | 20250413224507NAL0000513379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $143,329,780
- Total liabilities (EOY)
- $2,334,265
- Net assets (EOY)
- $140,995,515
- Net assets (BOY)
- $133,736,527
Income & contributions
- Employer contributions
- $6,377,325
- Total contributions
- $6,377,325
- Total income / additions
- $18,992,223
Expenses & distributions
- Benefits paid
- $11,003,133
- Administrative expenses
- $730,102
- Total expenses
- $11,733,235
- Net increase / (decrease)
- $7,258,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley - The Dobbs Group | NONE | $163,151 | $0 | 2023 |
| Newtower Trust Company | NONE | $0 | $94,383 | 2023 |
| Southern Benefit Administrators | NONE | $85,865 | not reported in the loaded dataset | 2023 |
| Bha Consulting, LLC | NONE | $72,513 | not reported in the loaded dataset | 2023 |
| Agincourt Capital Management | NONE | $46,075 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust | NONE | $35,245 | not reported in the loaded dataset | 2023 |
| Foundry Partners | NONE | $33,059 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $32,710 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $27,362 | not reported in the loaded dataset | 2023 |
| Stranch, Jennings & Garvey | NONE | $25,891 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $19,625 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | NONE | $14,882 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $14,391 | not reported in the loaded dataset | 2023 |
| Polen Capital Management | NONE | $12,224 | not reported in the loaded dataset | 2023 |
| D.F. Dent & Company | NONE | $11,582 | not reported in the loaded dataset | 2023 |
| Legal & General Investment Manageme | NONE | $6,474 | not reported in the loaded dataset | 2023 |
| Money Market, Mutual And Etf Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 43 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Morgan Stanley - The Dobbs Group — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Bha Consulting, LLC — Schedule C compensation
- Agincourt Capital Management — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Foundry Partners — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Stranch, Jennings & Garvey — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Boston Partners — Schedule C compensation
- Polen Capital Management — Schedule C compensation
- D.F. Dent & Company — Schedule C compensation
- Legal & General Investment Manageme — Schedule C compensation
- Money Market, Mutual And Etf Funds — Schedule C compensation