2023 Form 5500 filing — United Association Plumbers Local 773 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 20250218093524NAL0002944177001) for United Association Plumbers Local 773 Pension Plan, reported by Trustees Of Plumbers Local 773 Pension Plan under EIN 23-7114547 and plan number 001. It reports 580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218093524NAL0002944177001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plumbers Local 773 Pension Plan
- EIN
- 23-7114547
- Plan number
- 001
- Location
- Glens Falls, NY
- Participants
- 580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,220,046
- Total liabilities (EOY)
- $33,560
- Net assets (EOY)
- $103,186,486
- Employer contributions
- $5,061,588
- Total income / additions
- $18,445,845
- Benefits paid
- $5,223,683
- Administrative expenses
- $602,423
- Total expenses
- $5,826,106
- Net increase / (decrease)
- $12,619,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | NONE | $68,287 | $0 |
| Columbia Fis Interm | NONE | $50,479 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc. | NONE | $41,000 | not reported in the loaded dataset |
| Krakow Souris & Landry, LLC | NONE | $40,000 | not reported in the loaded dataset |
| Boston Partners | NONE | $20,150 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $19,629 | not reported in the loaded dataset |
| D'Arcangelo & Co., Llp | NONE | $17,200 | not reported in the loaded dataset |
| Cohen & Steers | NONE | $11,548 | not reported in the loaded dataset |
| Joseph Mccarthy Associates | NONE | $7,023 | not reported in the loaded dataset |