2023 Form 5500 filing — Steamfitters Local Union No. 464 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 20241122084738NAL0003416770001) for Steamfitters Local Union No. 464 Pension Plan, reported by Board Of Trustees Steamfitters Local Union No. 464 under EIN 47-6045941 and plan number 001. It reports 1,719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122084738NAL0003416770001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Steamfitters Local Union No. 464
- EIN
- 47-6045941
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 1,719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $240,370,201
- Total liabilities (EOY)
- $209,210
- Net assets (EOY)
- $240,160,991
- Employer contributions
- $12,920,583
- Total income / additions
- $46,408,809
- Benefits paid
- $9,743,537
- Administrative expenses
- $1,142,815
- Total expenses
- $10,886,352
- Net increase / (decrease)
- $35,522,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First National Bank | NONE | $423,367 | not reported in the loaded dataset |
| Dana Investment Advisors | NONE | $210,095 | not reported in the loaded dataset |
| Benesys Inc | NONE | $146,976 | not reported in the loaded dataset |
| Blake & Uhlig, Pa | NONE | $78,092 | not reported in the loaded dataset |
| O'Donnell, Ficenec, Wills & Ferdig | NONE | $67,552 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $56,892 | not reported in the loaded dataset |
| Investment Consulting Group | NONE | $34,000 | not reported in the loaded dataset |