2023 Form 5500 filing — Plumbers & Steamfitters Local 565 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 20241015152300NAL0016738211001) for Plumbers & Steamfitters Local 565 Pension Plan, reported by Plumbers & Steamfitters Local 565 under EIN 55-0615390 and plan number 002. It reports 674 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152300NAL0016738211001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 565
- EIN
- 55-0615390
- Plan number
- 002
- Location
- Parkersburg, WV
- Participants
- 674
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,006,181
- Net assets (EOY)
- $32,006,181
- Employer contributions
- $1,815,175
- Total income / additions
- $6,267,170
- Benefits paid
- $2,480,627
- Administrative expenses
- $131,923
- Total expenses
- $2,713,665
- Net increase / (decrease)
- $3,553,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $54,633 | not reported in the loaded dataset |
| Suttle & Stalnaker Pllc | NONE | $17,675 | not reported in the loaded dataset |
| John F. Dascoli, Pllc | NONE | $17,413 | not reported in the loaded dataset |
| Standard Valuations Inc | NONE | $16,000 | not reported in the loaded dataset |
| Union Trades Federal Credit Union | NONE | $10,450 | not reported in the loaded dataset |
| The Travelers Indemnity Company | NONE | $10,440 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |