Plan5500

2023 Form 5500 filing — Plumbers Local 55 Defined Contribution Retirement 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 20241016185423NAL0051819792001) for Plumbers Local 55 Defined Contribution Retirement Plan, reported by Board Of Trustees Of Plumbers Local 55 Defined Contribution Retirement under EIN 20-4805291 and plan number 001. It reports 910 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241016185423NAL0051819792001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of Plumbers Local 55 Defined Contribution Retirement
EIN
20-4805291
Plan number
001
Location
Brooklyn Heights, OH
Participants
910
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$32,836,178
Total liabilities (EOY)
$62,489
Net assets (EOY)
$32,773,689
Employer contributions
$4,668,000
Participant contributions
$316,303
Total income / additions
$9,577,295
Benefits paid
$1,133,095
Administrative expenses
$249,653
Total expenses
$1,382,748
Net increase / (decrease)
$8,194,547
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ubs Financial Services Inc.not reported in the loaded dataset$54,699not reported in the loaded dataset
Cds Administrators, Inc.not reported in the loaded dataset$35,260not reported in the loaded dataset
Ciuni And Panichinot reported in the loaded dataset$20,560not reported in the loaded dataset
Faulkner, Hoffman & Phillips, LLCnot reported in the loaded dataset$14,243not reported in the loaded dataset

Related Form 5500 pages