2023 Form 5500 filing — Plumbers Union Local No. 55 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 20250218185718NAL0003403617001) for Plumbers Union Local No. 55 Pension Plan, reported by Joint Board Of Trustees Plumbers Union Local 55 Pension Plan under EIN 34-6514703 and plan number 001. It reports 1,333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218185718NAL0003403617001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Plumbers Union Local 55 Pension Plan
- EIN
- 34-6514703
- Plan number
- 001
- Location
- Brooklyn Heights, OH
- Participants
- 1,333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,340,781
- Total liabilities (EOY)
- $67,990
- Net assets (EOY)
- $102,272,791
- Employer contributions
- $5,923,793
- Total income / additions
- $12,774,149
- Benefits paid
- $8,892,807
- Administrative expenses
- $796,439
- Total expenses
- $9,689,246
- Net increase / (decrease)
- $3,084,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Trust Company | not reported in the loaded dataset | $135,491 | not reported in the loaded dataset |
| Cds Administrators | not reported in the loaded dataset | $111,454 | not reported in the loaded dataset |
| Edgewood Management Co. | not reported in the loaded dataset | $108,060 | not reported in the loaded dataset |
| Segal Company | not reported in the loaded dataset | $101,099 | not reported in the loaded dataset |
| Pnc Bank, Na | not reported in the loaded dataset | $100,321 | $0 |
| Andco | not reported in the loaded dataset | $53,000 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips, LLC | not reported in the loaded dataset | $32,099 | not reported in the loaded dataset |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $27,665 | not reported in the loaded dataset |