2023 Form 5500 filing — Steamfitters Surety Fund Local Union No 475
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 20241014134142NAL0026297089003) for Steamfitters Surety Fund Local Union No 475, reported by Board Of Trustees Steamfitters Surety Fund Local 475 under EIN 22-2351695 and plan number 004. It reports 1,702 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134142NAL0026297089003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Steamfitters Surety Fund Local 475
- EIN
- 22-2351695
- Plan number
- 004
- Location
- Warren, NJ
- Participants
- 1,702
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,215,693
- Total liabilities (EOY)
- $230,569
- Net assets (EOY)
- $164,985,124
- Employer contributions
- $8,551,323
- Total income / additions
- $24,566,444
- Benefits paid
- $11,364,035
- Administrative expenses
- $280,904
- Total expenses
- $11,644,939
- Net increase / (decrease)
- $12,921,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mspc Cpas & Advisors, P.C. | NONE | $24,246 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | NONE | $23,262 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,674 | $0 |
| Lindabury, Mccormick, Estabrook | NONE | $9,142 | not reported in the loaded dataset |
| Larry Magarik, Esq | not reported in the loaded dataset | $6,820 | not reported in the loaded dataset |
| Blackrock | INVESTMENT PROVIDER | $0 | $0 |
| Fidelity Investments | INVESTMENT PROVIDER | $0 | $0 |
| Franklin Templeton | INVESTMENT PROVIDER | $0 | $0 |
| Invesco | INVESTMENT PROVIDER | $0 | $0 |
| Mfs Investment Management | INVESTMENT PROVIDER | $0 | $0 |
| T. Rowe Price | INVESTMENT PROVIDER | $0 | $0 |
| Vanguard | INVESTMENT PROVIDER | $0 | $0 |
| Ab Funds | INVESTMENT PROVIDER | $0 | $0 |
| Great West Life & Annuity Insurance | INVESTMENT PROVIDER | $0 | $0 |
| Alta Trust | INVESTMENT PROVIDER | $0 | $0 |
| Massachusetts Mutual Life Ins Co | CONTRACT ADMINISTRATOR | $0 | $0 |
| American Century | INVESTMENT PROVIDER | $0 | $0 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 |