2023 Form 5500 filing — Plumbers & Pipefitters Local 94 Retirement 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 20250215053006NAL0025571361001) for Plumbers & Pipefitters Local 94 Retirement Plan, reported by Plumbers & Pipefitters Local 94 under EIN 34-1324020 and plan number 001. It reports 1,635 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250215053006NAL0025571361001
Filing year
2023
Form type
1
Plan sponsor
Plumbers & Pipefitters Local 94
EIN
34-1324020
Plan number
001
Location
Canfield, OH
Participants
1,635
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$77,383,218
Total liabilities (EOY)
$16,774
Net assets (EOY)
$77,366,444
Employer contributions
$4,751,901
Total income / additions
$12,128,085
Benefits paid
$3,347,732
Administrative expenses
$198,639
Total expenses
$3,546,371
Net increase / (decrease)
$8,581,714
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Rtrmt Plan ServicesINVESTMENT CUSTODIAN$69,775$0
Benesys, Inc.THIRD PARTY ADMINISTRATOR$26,999not reported in the loaded dataset
Andco Consulting, LLCINVESTMENT CONSULTANT$22,667not reported in the loaded dataset
Yurchyk & Davis Cpa'S, Inc.AUDITOR$11,900not reported in the loaded dataset
Plumbers & Pipefitters 94 CombinedCOLLECTION FUND$11,835not reported in the loaded dataset
Macala & Piatt, LLCATTORNEY$8,184not reported in the loaded dataset

Related Form 5500 pages