2023 Form 5500 filing — Steamfitters Local 439 Supplemental Retirement Trust
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 20241011140009NAL0021995137001) for Steamfitters Local 439 Supplemental Retirement Trust, reported by Steamfitters Local 439 under EIN 37-1186815 and plan number 002. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140009NAL0021995137001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Steamfitters Local 439
- EIN
- 37-1186815
- Plan number
- 002
- Location
- Caseyville, IL
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,930,442
- Total liabilities (EOY)
- $7,831
- Net assets (EOY)
- $37,922,611
- Employer contributions
- $1,519,897
- Participant contributions
- $380,335
- Total income / additions
- $7,478,622
- Benefits paid
- $1,028,328
- Administrative expenses
- $72,499
- Total expenses
- $1,100,827
- Net increase / (decrease)
- $6,377,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ekon Advisors | NONE | $49,021 | not reported in the loaded dataset |
| Ekon Benefits | NONE | $0 | $33,629 |
| Anders Minkler Huber & Helm Llp | NONE | $12,000 | not reported in the loaded dataset |
| Hammond And Shinners, P.C. | NONE | $3,005 | not reported in the loaded dataset |