2023 Form 5500 filing — Plumbers And Steamfitters Local No. 177 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 20241015150012NAL0030067809003) for Plumbers And Steamfitters Local No. 177 Pension Plan, reported by Board Of Trustees - Plumbers And Steamfitters Local No. 177 Pension under EIN 58-1359382 and plan number 001. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150012NAL0030067809003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Plumbers And Steamfitters Local No. 177 Pension
- EIN
- 58-1359382
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,828,990
- Total liabilities (EOY)
- $22,042
- Net assets (EOY)
- $21,806,948
- Employer contributions
- $1,346,015
- Total income / additions
- $3,277,152
- Benefits paid
- $702,374
- Administrative expenses
- $103,363
- Total expenses
- $805,737
- Net increase / (decrease)
- $2,471,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $36,823 | not reported in the loaded dataset |
| Intercontinental Real Estate Corpor | NONE | $0 | $20,164 |
| Wellington Trust Company | NONE | $19,226 | $573 |
| Boston Partners | NONE | $0 | $18,466 |
| Investment Performance Services | NONE | $15,000 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $10,100 | not reported in the loaded dataset |
| Hedgeserv | NONE | $0 | $8,900 |
| National Investment Services | NONE | $4,282 | not reported in the loaded dataset |
| Mutual Fund | NONE | $0 | $0 |