2023 Form 5500 filing — Atlanta Plumbers & Steamfitters Retiree H&W Fund
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 20241009194957NAL0010965843002) for Atlanta Plumbers & Steamfitters Retiree H&W Fund, reported by Atlanta Plumbers & Steamfitters Retiree under EIN 37-1830040 and plan number 501. It reports 864 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009194957NAL0010965843002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Atlanta Plumbers & Steamfitters Retiree
- EIN
- 37-1830040
- Plan number
- 501
- Location
- Pembroke Pines, FL
- Participants
- 864
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,216,031
- Total liabilities (EOY)
- $33,658
- Net assets (EOY)
- $7,182,373
- Employer contributions
- $2,805,106
- Participant contributions
- $1,029,918
- Total income / additions
- $4,282,425
- Benefits paid
- $2,553,065
- Administrative expenses
- $290,854
- Total expenses
- $2,843,919
- Net increase / (decrease)
- $1,438,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Benefits Admin | NONE | $195,667 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $69,100 | not reported in the loaded dataset |
| Conduent Hr Services, LLC | NONE | $38,254 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $8,750 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | NONE | $5,000 | $0 |