2023 Form 5500 filing — Plumbers Local Union No. 1 Employee 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240821120417NAL0002368291003) for Plumbers Local Union No. 1 Employee 401(K) Savings Plan, reported by Plumbers Local Union No. 1 Employee 401(K) Savings Plan under EIN 13-3877439 and plan number 003. It reports 5,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821120417NAL0002368291003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local Union No. 1 Employee 401(K) Savings Plan
- EIN
- 13-3877439
- Plan number
- 003
- Location
- Long Island City, NY
- Participants
- 5,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $873,121,458
- Total liabilities (EOY)
- $320,023
- Net assets (EOY)
- $872,801,435
- Employer contributions
- $30,746,625
- Participant contributions
- $21,712,545
- Total income / additions
- $178,776,350
- Benefits paid
- $48,327,845
- Administrative expenses
- $1,525,576
- Total expenses
- $49,853,421
- Net increase / (decrease)
- $128,922,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $204,125 | $0 |
| Walter Saraceni | EMPLOYEE | $100,405 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $95,971 | not reported in the loaded dataset |
| Wendy Salvatierra | EMPLOYEE | $74,051 | not reported in the loaded dataset |
| Gloria Materon | EMPLOYEE | $68,756 | not reported in the loaded dataset |
| Virginia & Ambinder, Llp | NONE | $63,885 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | NONE | $51,852 | not reported in the loaded dataset |
| Meketa Investment Group Inc | NONE | $40,000 | not reported in the loaded dataset |
| Premier Technology Solutions, Inc. | NONE | $31,531 | not reported in the loaded dataset |
| Linda Scarpa | EMPLOYEE | $30,743 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $28,913 | not reported in the loaded dataset |
| Maria Frogiero | EMPLOYEE | $28,189 | not reported in the loaded dataset |
| Bny Mellon | NONE | $27,806 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $26,765 | not reported in the loaded dataset |
| Anapa Trista George-Cummings | EMPLOYEE | $26,302 | not reported in the loaded dataset |
| Malkia Mclune | EMPLOYEE | $25,996 | not reported in the loaded dataset |
| Rosa Bertolini | EMPLOYEE | $25,692 | not reported in the loaded dataset |
| Ericka Simpson | EMPLOYEE | $25,434 | not reported in the loaded dataset |
| Laurie Killiebrew | EMPLOYEE | $25,198 | not reported in the loaded dataset |
| Diana Petraccione | EMPLOYEE | $25,050 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $18,035 |
| Kauff, Mcguire & Margolis, Llp | NONE | $17,488 | not reported in the loaded dataset |