Plan5500

2023 Form 5500 filing — Plumbers And Pipefitters Local Union No. 396 Security 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 20250108103006NAL0011008977001) for Plumbers And Pipefitters Local Union No. 396 Security Plan, reported by Plumbers & Pipefitters Local 396 Security Plan Board Of Trustees under EIN 34-6638626 and plan number 001. It reports 2,400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250108103006NAL0011008977001
Filing year
2023
Form type
1
Plan sponsor
Plumbers & Pipefitters Local 396 Security Plan Board Of Trustees
EIN
34-6638626
Plan number
001
Location
Canfield, OH
Participants
2,400
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$30,052,612
Total liabilities (EOY)
$62,835
Net assets (EOY)
$29,989,777
Employer contributions
$2,886,280
Total income / additions
$7,159,103
Benefits paid
$2,966,729
Administrative expenses
$245,563
Total expenses
$3,212,292
Net increase / (decrease)
$3,946,811
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Retirement Plan ServicINVESTMENT CUSTODIAN$64,182$0
Morgan StanleyINVESTMENT CONSULTANT$45,000not reported in the loaded dataset
Benesys, Inc.THIRD PARTY ADMINISTRATOR$37,529not reported in the loaded dataset
Plumbers Local 396 Combined FundsCOLLECTION FUND$11,272not reported in the loaded dataset
Yurchyk & Davis Cpa'S IncAUDITOR$8,900not reported in the loaded dataset
Faulkner, Hoffman & PhillipsATTORNEY$6,168not reported in the loaded dataset

Related Form 5500 pages