2023 Form 5500 filing — Plumbers & Pipefitters Lu 421 Pension Fund Trust
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 20250616170141NAL0002809346001) for Plumbers & Pipefitters Lu 421 Pension Fund Trust, reported by Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust under EIN 57-0524232 and plan number 001. It reports 1,451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616170141NAL0002809346001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust
- EIN
- 57-0524232
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 1,451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,965,024
- Total liabilities (EOY)
- $370,193
- Net assets (EOY)
- $109,594,831
- Employer contributions
- $5,480,402
- Total income / additions
- $16,575,762
- Benefits paid
- $2,367,421
- Administrative expenses
- $1,066,721
- Total expenses
- $3,434,142
- Net increase / (decrease)
- $13,141,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Investment Performance Service | NONE | $192,636 | not reported in the loaded dataset |
| National Employee Benefit Admin | NONE | $117,885 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $70,467 | not reported in the loaded dataset |
| Lapadula Carlson & Co | NONE | $59,534 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $50,197 | not reported in the loaded dataset |
| Arnall Golden Gregory Llp | NONE | not reported in the loaded dataset | not reported in the loaded dataset |