2023 Form 5500 filing — Plumbers & Steamfitters Local 141 Annuity 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 20240918100445NAL0001635251001) for Plumbers & Steamfitters Local 141 Annuity Plan, reported by Board Of Trustees Of Plumbers & Steamfitters Local 141 Annuity Plan under EIN 72-0376748 and plan number 001. It reports 717 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918100445NAL0001635251001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Plumbers & Steamfitters Local 141 Annuity Plan
- EIN
- 72-0376748
- Plan number
- 001
- Location
- Shreveport, LA
- Participants
- 717
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,688,955
- Net assets (EOY)
- $12,688,955
- Employer contributions
- $1,098,971
- Participant contributions
- $261,570
- Total income / additions
- $3,275,182
- Benefits paid
- $410,169
- Administrative expenses
- $255,716
- Total expenses
- $665,885
- Net increase / (decrease)
- $2,609,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $114,663 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard | ATTORNEY | $34,814 | not reported in the loaded dataset |
| Edward D Jones & Co Lp | INVEST ADVISOR | $26,717 | not reported in the loaded dataset |
| Edwards And Leathers, P.C. | AUDITOR | $14,500 | not reported in the loaded dataset |
| Benefit Resources Inc | CONTRACT ADMIN | $10,182 | not reported in the loaded dataset |
| Dennis G Jenkins Cpa LLC | AUDITOR | $9,000 | not reported in the loaded dataset |