2023 Form 5500 filing — Plumbers & Pipefitters Local 760 Savings And Investment 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 20250415095926NAL0003162049001) for Plumbers & Pipefitters Local 760 Savings And Investment Plan, reported by Plumbers & Pipefitters Local 760 Savings And Investment Plan under EIN 63-0934558 and plan number 002. It reports 1,523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415095926NAL0003162049001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Pipefitters Local 760 Savings And Investment Plan
- EIN
- 63-0934558
- Plan number
- 002
- Location
- Muscle Shoals, AL
- Participants
- 1,523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,885,803
- Total liabilities (EOY)
- $1,179
- Net assets (EOY)
- $57,884,624
- Employer contributions
- $6,161,385
- Participant contributions
- $279,348
- Total income / additions
- $12,151,282
- Benefits paid
- $4,108,839
- Administrative expenses
- $50,486
- Total expenses
- $4,159,325
- Net increase / (decrease)
- $7,991,957
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $124,975 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $108,805 | $0 |
| Bellows Associates, P.A. | NONE | $20,000 | not reported in the loaded dataset |
| Qcwdr, Llp | NONE | $6,598 | not reported in the loaded dataset |