2023 Form 5500 filing — Plumbers & Pipefitters Local 162 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 20241008093516NAL0017356513001) for Plumbers & Pipefitters Local 162 Retirement Savings Plan, reported by Plumbers And Pipefitters Local 162 Retirement Savings Plan under EIN 31-1387429 and plan number 002. It reports 664 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008093516NAL0017356513001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Pipefitters Local 162 Retirement Savings Plan
- EIN
- 31-1387429
- Plan number
- 002
- Location
- Dayton, OH
- Participants
- 664
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,530,904
- Total liabilities (EOY)
- $63,137
- Net assets (EOY)
- $51,467,767
- Employer contributions
- $2,423,607
- Participant contributions
- $92,339
- Total income / additions
- $11,357,714
- Benefits paid
- $1,678,610
- Administrative expenses
- $113,648
- Total expenses
- $1,792,258
- Net increase / (decrease)
- $9,565,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $42,150 | $0 |
| Strategic Capital Investment Advis | NONE | $23,276 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $18,000 | not reported in the loaded dataset |
| Umr | NONE | $17,960 | not reported in the loaded dataset |
| Ledbetter & Parisi, LLC | NONE | $14,184 | not reported in the loaded dataset |
| Healthscope Benefits | NONE | $9,853 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $6,781 | not reported in the loaded dataset |