2023 Form 5500 filing — Plumbers & Pipefitters Local No. 45 Retirement Savings 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 20241218103006NAL0003590033002) for Plumbers & Pipefitters Local No. 45 Retirement Savings Plan, reported by Plumbers & Pipefitters Local No.45 Union No. 45 Retirement Plan under EIN 51-0165113 and plan number 002. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218103006NAL0003590033002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Pipefitters Local No.45 Union No. 45 Retirement Plan
- EIN
- 51-0165113
- Plan number
- 002
- Location
- St. Joseph, MO
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,541,077
- Total liabilities (EOY)
- $13,730
- Net assets (EOY)
- $10,527,347
- Employer contributions
- $1,150,573
- Total income / additions
- $2,912,294
- Benefits paid
- $497,614
- Administrative expenses
- $88,148
- Total expenses
- $585,762
- Net increase / (decrease)
- $2,326,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | not reported in the loaded dataset | $37,664 | $0 |
| Commerce Bank | not reported in the loaded dataset | $28,043 | $0 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $11,088 | not reported in the loaded dataset |
| Cottonwood Advisors, LLC | not reported in the loaded dataset | $5,848 | not reported in the loaded dataset |