2023 Form 5500 filing — Plumbers & Steamfitters Local 141 H & W Fund
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 20250212160558NAL0011725795001) for Plumbers & Steamfitters Local 141 H & W Fund, reported by Plumbers & Steamfitters Local 141 H & W Fund under EIN 72-0800067 and plan number 501. It reports 573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212160558NAL0011725795001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 141 H & W Fund
- EIN
- 72-0800067
- Plan number
- 501
- Location
- Shreveport, LA
- Participants
- 573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,613,259
- Total liabilities (EOY)
- $1,272,473
- Net assets (EOY)
- $9,340,786
- Employer contributions
- $6,146,339
- Participant contributions
- $161,114
- Total income / additions
- $6,805,652
- Benefits paid
- $6,696,946
- Administrative expenses
- $304,577
- Total expenses
- $7,001,523
- Net increase / (decrease)
- -$195,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Resources, Inc. | ADMINISTRATOR | $143,125 | not reported in the loaded dataset |
| Ubs Financial Services | INV ADVISORY | $45,016 | not reported in the loaded dataset |
| Ted Windsor & Associates | CONSULTANT | $36,333 | not reported in the loaded dataset |
| Robien, Urann, Spencer, Picard & Ca | ATTORNEY | $27,928 | not reported in the loaded dataset |
| Edwards And Leathers, P.C. | AUDITOR | $14,000 | not reported in the loaded dataset |