Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T's EIN is 43-6577917.
Download the official 2023 Form 5500 (PDF) for Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | NONE | $207K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| P&P WELFARE EDUCATIONAL FUND | 43-0657966 | — | AFFILIATE |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Manangement Trust Company Freedom Index 2035 IPR | Mutual Funds | — | — | $66.4M | 16.7% | |
| Fidelity Manangement Trust Company Freedom Index 2030 IPR | Mutual Funds | — | — | $62.0M | 15.6% | |
| Fidelity Manangement Trust Company Freedom Index 2040 IPR | Mutual Funds | — | — | $56.2M | 14.2% | |
| Fidelity Manangement Trust Company Freedom Index 2045 IPR | Mutual Funds | — | — | $49.6M | 12.5% | |
| Fidelity Manangement Trust Company Freedom Index 2025 IPR | Mutual Funds | — | — | $46.0M | 11.6% | |
| Fidelity Manangement Trust Company Freedom Index 2050 IPR | Mutual Funds | — | — | $36.0M | 9.1% | |
| Fidelity Manangement Trust Company Freedom Index 2055 IPR | Mutual Funds | — | — | $20.6M | 5.2% | |
| Fidelity Manangement Trust Company Freedom Index 2060 IPR | Mutual Funds | — | — | $13.4M | 3.4% | |
| Fidelity Manangement Trust Company 500 Index | Common Collective Trusts | — | — | $11.3M | 2.9% | |
| Fidelity Manangement Trust Company Freedom Index 2020 IPR | Mutual Funds | — | — | $9.4M | 2.4% | |
| FIDELITY MANAGED PORTFOLIO CL2 PNC BANK, NATIONAL ASSOCIATION · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $5.4M | 1.4% | |
| Fidelity Manangement Trust Company Total International Index | Mutual Funds | — | — | $5.0M | 1.3% | |
| Total Corporate Obligations 350 Mutual Funds ** Fidelity Manangement Trust Company US Bond Index | Mutual Funds | — | — | $3.5M | 0.9% | |
| Fidelity Manangement Trust Company Freedom Index 2065 IPR | Mutual Funds | — | — | $2.7M | 0.7% | |
| Fidelity Manangement Trust Company MID CAP Index | Mutual Funds | — | — | $1.6M | 0.4% | |
| Fidelity Manangement Trust Company Small CAP Index | Mutual Funds | — | — | $1.6M | 0.4% | |
| Regions Bank Interest Bearing Cash Sweep | Cash / Money Market | — | — | $1.5M | 0.4% | |
| Fidelity Manangement Trust Company Freedom Index 2015 IPR | Mutual Funds | — | — | $1.1M | 0.3% | |
| Professional fees | Other securities | — | $396K | $984K | 0.2% | |
| Fidelity Manangement Trust Company Freedom Index Income | Mutual Funds | — | — | $448K | 0.1% | |
| Plumbers' and Pipefitters' Local 562 Supplemental Pension Plan and Trust Schedules of Operating Expenses Years Ended December 31, 2023 and 2022 2023 2022 Administrative expense | Other securities | — | $264K | $225K | <0.1% | |
| Money Market Funds Financial Square Tr Government Fd 49,816 shares | Cash / Money Market | — | $50K | $50K | <0.1% | |
| Fidelity Manangement Trust Company Freedom Index 2005 IPR * 82 ** Fidelity Manangement Trust Company Freedom Index 2010 IPR | Mutual Funds | — | — | $30K | <0.1% | |
| Insurance | Other securities | — | $30K | $30K | <0.1% | |
| Office expense | Other securities | — | $16K | $28K | <0.1% | |
| Rent | Other securities | — | $12K | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $207K |
| — |
| ANDERS MINKLER HUBER & HELM LLP | 43-0831507 | — | NONE | $77K | — |
| HARTNETT REYES-JONES, LLC | 43-1205253 | — | NONE | $44K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $30K | — |
| GREENSFELDER, HEMKER & GALE | 43-1313567 | — | NONE | $26K | — |
| CHARLES L. CRANE AGENCY | 43-1394059 | — | NONE | $0 | — |
