2023 Form 5500 filing — Plumbers And Gasfitters Local 5 Retirement 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 20240929114354NAL0004626065002) for Plumbers And Gasfitters Local 5 Retirement Savings Plan, reported by Plumbers And Gasfitters Local 5 Retirement Savings Fund under EIN 52-2124369 and plan number 001. It reports 2,130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240929114354NAL0004626065002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Gasfitters Local 5 Retirement Savings Fund
- EIN
- 52-2124369
- Plan number
- 001
- Location
- Lanham, MD
- Participants
- 2,130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,455,521
- Total liabilities (EOY)
- $58,652
- Net assets (EOY)
- $122,396,869
- Employer contributions
- $8,226,200
- Total income / additions
- $26,769,321
- Benefits paid
- $4,103,524
- Administrative expenses
- $374,257
- Total expenses
- $4,477,781
- Net increase / (decrease)
- $22,291,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $209,730 | $0 |
| Segal Marco Advisors | NONE | $42,500 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $32,680 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $16,280 | not reported in the loaded dataset |