2023 Form 5500 filing — Plumbers & Pipefitters Local 152 Retirement Annuit
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 20250310143328NAL0016281809001) for Plumbers & Pipefitters Local 152 Retirement Annuit, reported by Jt Brd Trustees Plumbers & Pipefitters under EIN 55-0623667 and plan number 002. It reports 3,223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310143328NAL0016281809001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Brd Trustees Plumbers & Pipefitters
- EIN
- 55-0623667
- Plan number
- 002
- Location
- Ona, WV
- Participants
- 3,223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,822,746
- Net assets (EOY)
- $68,822,746
- Employer contributions
- $2,771,109
- Total income / additions
- $13,716,092
- Benefits paid
- $7,710,596
- Administrative expenses
- $217,549
- Total expenses
- $7,928,145
- Net increase / (decrease)
- $5,787,947
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $64,850 | not reported in the loaded dataset |
| American Benefit Corporation | NONE | $40,670 | not reported in the loaded dataset |
| Standard Valuations, Inc | NONE | $21,000 | not reported in the loaded dataset |
| Gray, Griffith & Mays, A.C. | NONE | $13,200 | not reported in the loaded dataset |
| John F. Dascoli, Pllc | NONE | $7,585 | not reported in the loaded dataset |