2023 Form 5500 filing — Plumbers & Pipefitters Union Local 178 Money Purchase 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 20241014174544NAL0015377459001) for Plumbers & Pipefitters Union Local 178 Money Purchase Plan, reported by Plumbers & Pipefitters Union Local No. 178 under EIN 43-1642796 and plan number 001. It reports 426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174544NAL0015377459001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Pipefitters Union Local No. 178
- EIN
- 43-1642796
- Plan number
- 001
- Location
- Springfield, MO
- Participants
- 426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,728,836
- Total liabilities (EOY)
- $4,641
- Net assets (EOY)
- $22,724,195
- Employer contributions
- $1,794,257
- Total income / additions
- $3,847,854
- Benefits paid
- $1,040,272
- Administrative expenses
- $195,981
- Total expenses
- $1,236,253
- Net increase / (decrease)
- $2,611,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $151,588 | not reported in the loaded dataset |
| Qualified Benefits Consultants Inc | THIRD PARTY ADMINISTRATO | $16,811 | not reported in the loaded dataset |
| Plumbers 178 General Fund | PLAN SPONSOR | $9,087 | not reported in the loaded dataset |
| The Whitlock Company | ACCOUNTANT | $8,000 | not reported in the loaded dataset |
| Mertz Insurance | INSURANCE PROVIDER | $6,879 | not reported in the loaded dataset |