2023 Form 5500 filing — Plumbers & Steamfitters Local 248 Annuity 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 20250317133007NAL0002963376002) for Plumbers & Steamfitters Local 248 Annuity Plan, reported by Board Of Trustees Plm & Steamfitters 248 Annuity Pln under EIN 47-6290329 and plan number 002. It reports 384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317133007NAL0002963376002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plm & Steamfitters 248 Annuity Pln
- EIN
- 47-6290329
- Plan number
- 002
- Location
- Lexington, KY
- Participants
- 384
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,093,424
- Total liabilities (EOY)
- $28,656
- Net assets (EOY)
- $11,064,768
- Employer contributions
- $1,681,449
- Total income / additions
- $3,329,200
- Benefits paid
- $108,520
- Administrative expenses
- $101,410
- Total expenses
- $209,930
- Net increase / (decrease)
- $3,119,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement | RECORDKEEPER | $49,934 | $0 |
| Umr | CONTRACT ADMINISTRATOR | $14,057 | not reported in the loaded dataset |
| Standard Valuations Inc | INVESTMENT CONSULTANT | $12,500 | not reported in the loaded dataset |
| Ledbetter Partners LLC | ATTORNEY | $9,747 | not reported in the loaded dataset |