2023 Form 5500 filing — Pipefitters And Plumbers Local No. 524 Pension And 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 20250407150507NAL0025613872001) for Pipefitters And Plumbers Local No. 524 Pension And Annuity Plan, reported by United Association Of Journeyman & Apprentice Pipefitters Local 524 under EIN 23-1992413 and plan number 001. It reports 681 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250407150507NAL0025613872001
Filing year
2023
Form type
1
Plan sponsor
United Association Of Journeyman & Apprentice Pipefitters Local 524
EIN
23-1992413
Plan number
001
Location
Scranton, PA
Participants
681
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$48,353,613
Net assets (EOY)
$48,353,613
Employer contributions
$2,540,794
Total income / additions
$8,075,593
Benefits paid
$3,254,464
Administrative expenses
$78,172
Total expenses
$3,332,636
Net increase / (decrease)
$4,742,957
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyNONE$22,708$0
Empower Annuity Insurance CompanyNONE$18,495$0
Odonoghue & OdonoghueNONE$15,892not reported in the loaded dataset
Alan Ross And Company, PcNONE$12,450not reported in the loaded dataset

Related Form 5500 pages