2023 Form 5500 filing — Ua Of Plumbers & Pipefitters Local 51 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 20250214091757NAL0012792131001) for Ua Of Plumbers & Pipefitters Local 51 Pension Plan, reported by Stacy L. Vilao under EIN 05-0499357 and plan number 001. It reports 1,499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214091757NAL0012792131001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Stacy L. Vilao
- EIN
- 05-0499357
- Plan number
- 001
- Location
- Riverside, RI
- Participants
- 1,499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,485,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,485,158
- Employer contributions
- $11,113,646
- Participant contributions
- $0
- Total income / additions
- $22,824,161
- Benefits paid
- $16,878,110
- Administrative expenses
- $1,865,451
- Total expenses
- $18,743,561
- Net increase / (decrease)
- $4,080,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments Company | NONE | $401,428 | not reported in the loaded dataset |
| Cheiron | NONE | $343,011 | not reported in the loaded dataset |
| Benesys Inc | NONE | $146,874 | not reported in the loaded dataset |
| Ward, Fisher, & Co. | NONE | $113,625 | not reported in the loaded dataset |
| Rodio & Ursillo | NONE | $66,780 | not reported in the loaded dataset |
| Robert M. Cheverie & Assoc., P.C. | NONE | $9,350 | not reported in the loaded dataset |