2023 Form 5500 filing — Plumbers & Steamfitters Local No. 300 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 20241015153757NAL0028967137003) for Plumbers & Steamfitters Local No. 300 Pension Plan, reported by Board Of Trustees, Plumbers & Steamfitters Local No. 300 under EIN 45-0354856 and plan number 001. It reports 882 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153757NAL0028967137003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Plumbers & Steamfitters Local No. 300
- EIN
- 45-0354856
- Plan number
- 001
- Location
- Fargo, ND
- Participants
- 882
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,088,907
- Total liabilities (EOY)
- $1,403,809
- Net assets (EOY)
- $65,685,098
- Participant contributions
- $4,599,996
- Total income / additions
- $14,140,696
- Benefits paid
- $3,635,774
- Administrative expenses
- $321,387
- Total expenses
- $3,957,161
- Net increase / (decrease)
- $10,183,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Retirement Solutions | NONE | $71,938 | $0 |
| Morgan Stanley Managed Account Serv | NONE | $61,440 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Nd | CONTRACT ADMINISTRATOR | $57,585 | not reported in the loaded dataset |
| Abst Law | NONE | $44,380 | not reported in the loaded dataset |
| Local Union 300 | NONE | $20,610 | $0 |
| Widmer Roel Pc | NONE | $19,750 | $0 |