2023 Form 5500 filing — U.A. Plumbers 63 & Steamfitters 353 Joint Pension
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 20250203143926NAL0006806385001) for U.A. Plumbers 63 & Steamfitters 353 Joint Pension, reported by Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund under EIN 37-6118084 and plan number 001. It reports 1,237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203143926NAL0006806385001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund
- EIN
- 37-6118084
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 1,237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $144,709,089
- Total liabilities (EOY)
- $34,805
- Net assets (EOY)
- $144,674,284
- Employer contributions
- $9,578,652
- Total income / additions
- $21,066,108
- Benefits paid
- $14,253,689
- Administrative expenses
- $440,558
- Total expenses
- $14,694,247
- Net increase / (decrease)
- $6,371,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $108,918 | not reported in the loaded dataset |
| Healthscope Benefits, Inc. | NONE | $82,661 | not reported in the loaded dataset |
| The Segal Company (Midwest), Inc. | NONE | $52,285 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neumann, Ltd | NONE | $26,170 | not reported in the loaded dataset |
| Romolo & Associates LLC | NONE | $21,907 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $20,900 | not reported in the loaded dataset |
| National Investment Services | NONE | $20,820 | not reported in the loaded dataset |
| Cavanagh & O'Hara Llp | NONE | $5,770 | not reported in the loaded dataset |