2023 Form 5500 filing — Plumbers Retirement 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 20241011084507NAL0012298131004) for Plumbers Retirement Fund, reported by Board Of Trustees Plumbers Local 27 Retirement Fund under EIN 25-6110016 and plan number 001. It reports 930 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084507NAL0012298131004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers Local 27 Retirement Fund
- EIN
- 25-6110016
- Plan number
- 001
- Location
- Harmony, PA
- Participants
- 930
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,029,153
- Total liabilities (EOY)
- $307,904
- Net assets (EOY)
- $123,721,249
- Employer contributions
- $3,411,572
- Participant contributions
- $58,767
- Total income / additions
- $20,934,311
- Benefits paid
- $9,134,460
- Administrative expenses
- $265,738
- Total expenses
- $9,400,198
- Net increase / (decrease)
- $11,534,113
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Trust Company | NONE | $131,686 | not reported in the loaded dataset |
| Cds Administrators | NONE | $47,200 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $43,750 | not reported in the loaded dataset |
| Cypher & Cypher | NONE | $9,229 | not reported in the loaded dataset |
| Jubelirer Pass & Intrieri P.C. | NONE | $7,850 | not reported in the loaded dataset |