2023 Form 5500 filing — Plumbers & Steamfitters Local 118 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 20241015172814NAL0050685136001) for Plumbers & Steamfitters Local 118 Pension Plan, reported by Bd Of Trustees Plumbers & Steamfitters Local 118 under EIN 39-6187966 and plan number 001. It reports 739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172814NAL0050685136001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Plumbers & Steamfitters Local 118
- EIN
- 39-6187966
- Plan number
- 001
- Location
- Kenosha, WI
- Participants
- 739
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,344,863
- Total liabilities (EOY)
- $56,700
- Net assets (EOY)
- $99,288,163
- Employer contributions
- $6,318,174
- Total income / additions
- $15,372,241
- Benefits paid
- $5,982,147
- Administrative expenses
- $483,487
- Total expenses
- $6,465,634
- Net increase / (decrease)
- $8,906,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Consulting | NONE | $103,716 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $61,267 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $51,237 | not reported in the loaded dataset |
| Segal Rogerscasey Inc | NONE | $40,000 | not reported in the loaded dataset |
| Us Bank | NONE | $30,889 | not reported in the loaded dataset |
| Wellington Trust Company, Na | NONE | $27,829 | not reported in the loaded dataset |
| Sikich Cpa LLC | NONE | $19,950 | not reported in the loaded dataset |
| The Previant Law Firm, S.C. | NONE | $14,028 | not reported in the loaded dataset |