2023 Form 5500 filing — Pipe Fitters Local Union No. 120 Annuity Fund
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 20241016145234NAL0017852291001) for Pipe Fitters Local Union No. 120 Annuity Fund, reported by Pipe Fitters Local Union No. 120 Annuity Fund under EIN 34-1480483 and plan number 001. It reports 1,700 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016145234NAL0017852291001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipe Fitters Local Union No. 120 Annuity Fund
- EIN
- 34-1480483
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 1,700
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,305,389
- Total liabilities (EOY)
- $99,749
- Net assets (EOY)
- $89,205,640
- Employer contributions
- $4,904,321
- Total income / additions
- $18,106,500
- Benefits paid
- $5,752,481
- Administrative expenses
- $208,286
- Total expenses
- $5,960,767
- Net increase / (decrease)
- $12,145,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ciuni & Panichi | not reported in the loaded dataset | $20,362 | not reported in the loaded dataset |
| Tiffany Clarke | EMPLOYEE | $15,541 | not reported in the loaded dataset |
| Faulkner, Hoffman, Phillips, Llp. | not reported in the loaded dataset | $15,154 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $6,000 | not reported in the loaded dataset |
| John Hancock Retirement Plan Serv | not reported in the loaded dataset | $5,684 | not reported in the loaded dataset |
| Jbm Computer Consultants, Inc. | not reported in the loaded dataset | $5,145 | not reported in the loaded dataset |