2023 Form 5500 filing — Retirement Plan Of The Plumbers & Steamfitters Local No 489
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 20250130080010NAL0000762256001) for Retirement Plan Of The Plumbers & Steamfitters Local No 489, reported by Plumbers & Steamfitters Local 489 Pension Trust Fund Trustees under EIN 52-0580681 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130080010NAL0000762256001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 489 Pension Trust Fund Trustees
- EIN
- 52-0580681
- Plan number
- 001
- Location
- Cumberland, MD
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,075,256
- Net assets (EOY)
- $27,075,256
- Employer contributions
- $1,354,045
- Total income / additions
- $4,547,963
- Benefits paid
- $1,531,007
- Administrative expenses
- $368,088
- Total expenses
- $1,899,095
- Net increase / (decrease)
- $2,648,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $252,222 | not reported in the loaded dataset |
| Frank Gordon Gerwig & Associates | NONE | $41,200 | not reported in the loaded dataset |
| Turnbull, Hoover & Kahl Pa | NONE | $28,100 | not reported in the loaded dataset |
| Cbiz Benefits And Insurance Service | NONE | $19,870 | not reported in the loaded dataset |
| Beins, Axelrod P.C. | NONE | $7,885 | not reported in the loaded dataset |
| Advisors Inner Circle | NONE | $0 | $0 |
| Kkr Funds | NONE | $0 | $0 |