2023 Form 5500 filing — Plumbers And Steamfitters Local 440 Defined Contribution 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 20241226151506NAL0012895841002) for Plumbers And Steamfitters Local 440 Defined Contribution Plan, reported by Trustees Of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund under EIN 35-2078254 and plan number 001. It reports 2,944 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241226151506NAL0012895841002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund
- EIN
- 35-2078254
- Plan number
- 001
- Location
- Lafayette, IN
- Participants
- 2,944
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $172,696,922
- Total liabilities (EOY)
- $385,757
- Net assets (EOY)
- $172,311,165
- Employer contributions
- $7,861,518
- Participant contributions
- $3,483,253
- Total income / additions
- $37,503,768
- Benefits paid
- $8,742,316
- Administrative expenses
- $327,419
- Total expenses
- $9,069,735
- Net increase / (decrease)
- $28,434,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group | NONE | $140,205 | not reported in the loaded dataset |
| S.C. Miller & Company | NONE | $83,650 | not reported in the loaded dataset |
| Mariner Institutional | NONE | $42,000 | not reported in the loaded dataset |
| L.M. Henderson & Co., Llp | NONE | $14,842 | not reported in the loaded dataset |
| Johnson & Krol | NONE | $14,357 | not reported in the loaded dataset |
| Black Horse | NONE | $14,272 | not reported in the loaded dataset |
| Regions Bank | NONE | $13,340 | not reported in the loaded dataset |