2023 Form 5500 filing — Steamfitters And Plumbers Local Union No 464 401(K) 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 20250115090755NAL0012596467002) for Steamfitters And Plumbers Local Union No 464 401(K) Plan, reported by Steamfitters And Plumbers Local Union No 464 401(K) Plan under EIN 47-0799180 and plan number 002. It reports 1,567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115090755NAL0012596467002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Steamfitters And Plumbers Local Union No 464 401(K) Plan
- EIN
- 47-0799180
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 1,567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,321,702
- Total liabilities (EOY)
- $103,626
- Net assets (EOY)
- $108,218,076
- Employer contributions
- $3,191,860
- Participant contributions
- $1,850,461
- Total income / additions
- $24,624,584
- Benefits paid
- $5,878,206
- Administrative expenses
- $427,737
- Total expenses
- $6,305,943
- Net increase / (decrease)
- $18,318,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| O'Donnell Ficenec Wills & Ferdig | NONE | $87,133 | not reported in the loaded dataset |
| Blake & Uhlig, Pa | NONE | $79,195 | not reported in the loaded dataset |
| Benesys | NONE | $65,262 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $61,442 | not reported in the loaded dataset |
| First National Bank Of Omaha | NONE | $32,574 | not reported in the loaded dataset |