2023 Form 5500 filing — Steamfitters Local 439 Pension 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 20241011135102NAL0010987075001) for Steamfitters Local 439 Pension Plan, reported by Steamfitters Local 439 under EIN 37-1186815 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011135102NAL0010987075001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Steamfitters Local 439
- EIN
- 37-1186815
- Plan number
- 001
- Location
- Caseyville, IL
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,196,111
- Total liabilities (EOY)
- $70,488
- Net assets (EOY)
- $47,125,623
- Employer contributions
- $1,727,517
- Total income / additions
- $8,829,272
- Benefits paid
- $2,672,882
- Administrative expenses
- $236,331
- Total expenses
- $2,909,213
- Net increase / (decrease)
- $5,920,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ziegler Capital Management | NONE | $108,755 | $0 |
| Us Bank | NONE | $32,866 | $0 |
| Ekon Benefits | NONE | $30,600 | not reported in the loaded dataset |
| Anders Minkler Huber & Helm Llp | NONE | $30,178 | not reported in the loaded dataset |
| Steamfitters Local 439 | UNION | $22,193 | not reported in the loaded dataset |