2023 Form 5500 filing — Plumbers & Pipefitters U.A. Local 85 Retirement And 401k 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 20241010130007NAL0011482403002) for Plumbers & Pipefitters U.A. Local 85 Retirement And 401k Fund, reported by Joint Board Of Trustees Plumbers & Pipefitters Local 85 Retirement under EIN 32-0478132 and plan number 005. It reports 517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010130007NAL0011482403002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Plumbers & Pipefitters Local 85 Retirement
- EIN
- 32-0478132
- Plan number
- 005
- Location
- Troy, MI
- Participants
- 517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,877,536
- Total liabilities (EOY)
- $18,125
- Net assets (EOY)
- $8,859,411
- Employer contributions
- $1,596,751
- Total income / additions
- $2,792,378
- Benefits paid
- $352,073
- Administrative expenses
- $191,246
- Total expenses
- $543,319
- Net increase / (decrease)
- $2,249,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Trust Company, LLC | NONE | $38,497 | not reported in the loaded dataset |
| Novara, Tesija & Catenacci, Pllc | NONE | $31,779 | not reported in the loaded dataset |
| Bultynck & Co., Pllc | NONE | $9,600 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $6,714 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $5,457 | not reported in the loaded dataset |