2023 Form 5500 filing — Pipefitters Union Local 537 Vacation 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 20241216144645NAL0001559553001) for Pipefitters Union Local 537 Vacation Fund, reported by Pipefitters Union Local #537 - Vacation Fund under EIN 23-7255451 and plan number 501. It reports 983 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216144645NAL0001559553001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipefitters Union Local #537 - Vacation Fund
- EIN
- 23-7255451
- Plan number
- 501
- Location
- Dorchester, MA
- Participants
- 983
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,001,729
- Total liabilities (EOY)
- $2,917,761
- Net assets (EOY)
- $83,968
- Participant contributions
- $6,009,391
- Total income / additions
- $6,095,076
- Benefits paid
- $5,963,729
- Administrative expenses
- $89,356
- Total expenses
- $6,053,085
- Net increase / (decrease)
- $41,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manzi & Associates LLC | NONE | $16,995 | not reported in the loaded dataset |
| Bridgeway Technologies | NONE | $14,909 | not reported in the loaded dataset |
| Employee F | NONE | $10,587 | not reported in the loaded dataset |