2023 Form 5500 filing — Plumbers Local Union No. 17 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 20250114204507NAL0011182883001) for Plumbers Local Union No. 17 Pension Plan, reported by Joint Board Of Trustees - Plumbers Local Union No. 17 Pension Plan under EIN 62-6104660 and plan number 001. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114204507NAL0011182883001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees - Plumbers Local Union No. 17 Pension Plan
- EIN
- 62-6104660
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,217,611
- Total liabilities (EOY)
- $36,833
- Net assets (EOY)
- $44,180,778
- Employer contributions
- $2,195,321
- Total income / additions
- $7,777,623
- Benefits paid
- $2,558,763
- Administrative expenses
- $320,493
- Total expenses
- $2,879,256
- Net increase / (decrease)
- $4,898,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Capital Management | NONE | $76,765 | $788 |
| Southern Benefit Administrators | NONE | $66,937 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $0 | $54,238 |
| Reynolds Investment Consulting | NONE | $49,575 | not reported in the loaded dataset |
| Ullico | NONE | $29,485 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $0 | $27,417 |
| Daniels, Irwin & Aylor | NONE | $19,700 | not reported in the loaded dataset |
| Regions | NONE | $11,345 | not reported in the loaded dataset |
| Corry Capital Advisors | NONE | $9,097 | not reported in the loaded dataset |
| Godwin Morris Laurenzi Bloomfield | NONE | $9,029 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $5,725 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $2,920 | not reported in the loaded dataset |
| Empower | NONE | $1,829 | not reported in the loaded dataset |
| Exchange Traded Fund | NONE | $0 | $0 |