2023 Form 5500 filing — Plumbers' Retirement Savings Fund, Local 130, U.A.
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 20240825075631NAL0004117475001) for Plumbers' Retirement Savings Fund, Local 130, U.A., reported by Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130 under EIN 86-0928669 and plan number 003. It reports 6,064 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240825075631NAL0004117475001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130
- EIN
- 86-0928669
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 6,064
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $398,467,838
- Total liabilities (EOY)
- $74,666
- Net assets (EOY)
- $398,393,172
- Employer contributions
- $22,047,980
- Total income / additions
- $79,969,966
- Benefits paid
- $23,229,496
- Administrative expenses
- $559,154
- Total expenses
- $23,788,650
- Net increase / (decrease)
- $56,181,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $191,512 | $0 |
| Laner Muchin Ltd. | NONE | $42,690 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $34,033 | not reported in the loaded dataset |
| Gregorio, Stec, Klein & Hose | NONE | $29,353 | not reported in the loaded dataset |
| Denise Delhaye | EMPLOYEE | $28,118 | not reported in the loaded dataset |
| Strategic Capital Investment Adv. | NONE | $17,333 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $14,981 | $0 |
| Marquette Associates, Inc | NONE | $8,333 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $2,167 | $0 |