2023 Form 5500 filing — Plumbers And Steamfitters Local 396 Pension Fund
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 20250405053008NAL0015060977002) for Plumbers And Steamfitters Local 396 Pension Fund, reported by Plumbers And Steamfitters Local 396 under EIN 34-6727007 and plan number 001. It reports 774 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250405053008NAL0015060977002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Steamfitters Local 396
- EIN
- 34-6727007
- Plan number
- 001
- Location
- Canfield, OH
- Participants
- 774
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,164,068
- Total liabilities (EOY)
- $86,504
- Net assets (EOY)
- $83,077,564
- Employer contributions
- $6,900,147
- Total income / additions
- $15,446,796
- Benefits paid
- $5,401,927
- Administrative expenses
- $322,558
- Total expenses
- $5,724,485
- Net increase / (decrease)
- $9,722,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | THIRD PARTY ADMINISTRATOR | $76,452 | not reported in the loaded dataset |
| Cuni, Rust, & Strenk | ACTUARY | $47,425 | not reported in the loaded dataset |
| Segal Advisors, Inc | INVESTMENT CONSULTANT | $38,000 | not reported in the loaded dataset |
| Western Asset Management Company | INVESTMENT MANAGER | $29,402 | not reported in the loaded dataset |
| Plumbers Local 396 Combined Funds | COLLECTION AGENCY | $27,992 | not reported in the loaded dataset |
| Pbgc Premium | NONE | $27,090 | not reported in the loaded dataset |
| Johnson & Krol, LLC | ATTORNEY | $22,904 | not reported in the loaded dataset |
| Comerica | INVESTMENT MANAGER | $21,015 | $0 |
| Yurchyk & Davis Cpa'S, Inc | AUDITOR | $9,400 | not reported in the loaded dataset |