2023 Form 5500 filing — Plumbers And Pipefitters Of The Carolinas Defined Contribution 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 20241015123459NAL0014634979001) for Plumbers And Pipefitters Of The Carolinas Defined Contribution Plan, reported by The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def under EIN 56-1442440 and plan number 001. It reports 4,291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123459NAL0014634979001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def
- EIN
- 56-1442440
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 4,291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,175,446
- Total liabilities (EOY)
- $106,928
- Net assets (EOY)
- $55,068,518
- Employer contributions
- $4,939,735
- Total income / additions
- $8,549,929
- Benefits paid
- $3,269,204
- Administrative expenses
- $615,128
- Total expenses
- $3,884,332
- Net increase / (decrease)
- $4,665,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Benefit Admin | NONE | $100,130 | not reported in the loaded dataset |
| Atlanta Capital Management | NONE | $73,660 | not reported in the loaded dataset |
| U.S Real State Investment Fund, LLC | NONE | $56,837 | not reported in the loaded dataset |
| Gamco Assest Management Inc. | NONE | $51,917 | not reported in the loaded dataset |
| Arnall, Golden, Gregory Lpp | NONE | $46,260 | not reported in the loaded dataset |
| Lapadula Carlson & Co | NONE | $46,177 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $46,049 | not reported in the loaded dataset |
| New Tower Trust Co | NONE | $41,833 | not reported in the loaded dataset |
| Investment Performance Services, Ll | NONE | $40,000 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $12,561 | not reported in the loaded dataset |