2023 Form 5500 filing — Plumbers & Steamfitters Local 131 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 20250813140451NAL0004909939001) for Plumbers & Steamfitters Local 131 Annuity Plan, reported by Board Of Trustees Plumbers And Steamfitters Local under EIN 06-1405058 and plan number 002. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$19.5MReported net assets$19,525,683
Participants410
Provider compensation$76.7K4 Schedule C row(s)$76,684
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250813140451NAL0004909939001
Plan sponsor
Board Of Trustees Plumbers And Steamfitters Local
EIN
06-1405058
Plan number
002
Location
Wallingford, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.6M total assets
Net assets$19.5MLiabilities$28.4K
Money in vs. money out
Total income / additions$5M
Total expenses$726.9K
Benefits paid / distributions$627.4K
Contributions
Employer$1.4M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$19,554,099
Total liabilities (EOY)
$28,416
Net assets (EOY)
$19,525,683
Employer contributions
$1,405,142
Total income / additions
$5,043,005
Benefits paid
$627,415
Administrative expenses
$99,467
Total expenses
$726,882
Net increase / (decrease)
$4,316,123
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $25.6K · Indirect $0
  2. 2
    NONE · Direct $25.1K
  3. 3
    NONE · Direct $13K
  4. 4
    NONE · Direct $12.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250813140451NAL0004909939001 cover?
It is the 2023 Form 5500 filing for Plumbers & Steamfitters Local 131 Annuity Plan, reported by Board Of Trustees Plumbers And Steamfitters Local (EIN 06-1405058).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages