2023 Form 5500 filing — Plumbers & Pipefitters Local 625 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 20241015141526NAL0028727233003) for Plumbers & Pipefitters Local 625 Pension Plan, reported by Plumbers & Pipefitters Local 625 Pension Fund under EIN 55-0759747 and plan number 001. It reports 595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141526NAL0028727233003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Pipefitters Local 625 Pension Fund
- EIN
- 55-0759747
- Plan number
- 001
- Location
- Charleston, WV
- Participants
- 595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,159,273
- Net assets (EOY)
- $43,159,273
- Employer contributions
- $2,572,524
- Total income / additions
- $6,265,600
- Benefits paid
- $2,025,315
- Administrative expenses
- $348,220
- Total expenses
- $2,373,535
- Net increase / (decrease)
- $3,892,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clark Capital Management Group, Inc | not reported in the loaded dataset | $0 | $122,975 |
| Crestview Capital Investments | not reported in the loaded dataset | $0 | $79,343 |
| United Bank | not reported in the loaded dataset | $0 | $35,259 |
| Suttle & Stalnaker, Pllc | not reported in the loaded dataset | $21,675 | $0 |
| Mept Investments | not reported in the loaded dataset | $0 | $16,141 |
| Ta Realty | not reported in the loaded dataset | $0 | $14,530 |
| Travelers Casualty & Surety Co | not reported in the loaded dataset | $9,779 | $0 |
| John Dascoli | not reported in the loaded dataset | $8,280 | $0 |