2023 Form 5500 filing — Plumbers & Pipefitters Local 9 Surety 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 20250326141331NAL0015939313002) for Plumbers & Pipefitters Local 9 Surety Plan, reported by Plumbers And Pipefitters Local 9 Surety Fund under EIN 22-2383293 and plan number 001. It reports 2,678 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250326141331NAL0015939313002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Pipefitters Local 9 Surety Fund
- EIN
- 22-2383293
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 2,678
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $287,464,744
- Total liabilities (EOY)
- $49,556
- Net assets (EOY)
- $287,415,188
- Employer contributions
- $19,110,709
- Total income / additions
- $49,172,398
- Benefits paid
- $18,634,635
- Administrative expenses
- $384,753
- Total expenses
- $19,019,388
- Net increase / (decrease)
- $30,153,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ie Shaffer & Co. | NONE | $204,980 | not reported in the loaded dataset |
| Gerson & Associates Cpas And Adv Pc | NONE | $46,142 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $45,297 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | NONE | $23,500 | not reported in the loaded dataset |
| Pellettieri, Rabstein, & Altman | NONE | $21,377 | not reported in the loaded dataset |
| Lindabury, Mccormick, Estabrook, Co | NONE | $11,152 | not reported in the loaded dataset |