2023 Form 5500 filing — Plumbers & Steamfitters Local 184 Supplemental 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 20241013200008NAL0014269907001) for Plumbers & Steamfitters Local 184 Supplemental Pension Plan, reported by Bd Of Trustees - Plumbers & Steam- Fitters Local 184 Supplemental under EIN 62-1623030 and plan number 001. It reports 853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013200008NAL0014269907001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees - Plumbers & Steam- Fitters Local 184 Supplemental
- EIN
- 62-1623030
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 853
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,087,532
- Total liabilities (EOY)
- $71,456
- Net assets (EOY)
- $70,016,076
- Employer contributions
- $3,755,643
- Total income / additions
- $14,202,729
- Benefits paid
- $3,025,779
- Administrative expenses
- $181,166
- Total expenses
- $3,206,945
- Net increase / (decrease)
- $10,995,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Retirement | NONE | $60,078 | $0 |
| Southern Benefit Administrators | NONE | $44,305 | not reported in the loaded dataset |
| Standard Valuations | NONE | $29,775 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $14,850 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | NONE | $13,792 | not reported in the loaded dataset |
| Mutual Funds | NONE | $0 | $0 |