2023 Form 5500 filing — Plumbers & Steamfitters Local 146 Pension 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 20250415073829NAL0005959986001) for Plumbers & Steamfitters Local 146 Pension Plan, reported by Plumbers & Steamfitters Local 146 Pension Plan under EIN 75-6043268 and plan number 001. It reports 827 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415073829NAL0005959986001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 146 Pension Plan
- EIN
- 75-6043268
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 827
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,266,342
- Total liabilities (EOY)
- $138,697
- Net assets (EOY)
- $48,127,645
- Employer contributions
- $2,436,536
- Total income / additions
- $8,434,099
- Benefits paid
- $2,139,102
- Administrative expenses
- $417,293
- Total expenses
- $2,556,395
- Net increase / (decrease)
- $5,877,704
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Debbie Foisy | EMPLOYEE | $96,842 | not reported in the loaded dataset |
| Rbc Wealth Management | INVESTMENT ADVISORY | $86,589 | $0 |
| Horizon Actuarial Services, LLC | ACTUARIAL | $59,497 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | ACCOUNTING | $32,550 | not reported in the loaded dataset |
| Southwest Service Administrators | RECORDKEEPING | $22,601 | not reported in the loaded dataset |
| Connor & Winters | LEGAL | $21,495 | not reported in the loaded dataset |
| Invesco | NONE | $16,349 | not reported in the loaded dataset |
| Benefit Resources | ADMINISTRATOR | $6,960 | not reported in the loaded dataset |