Steamfitters Local Union No. 420 Srp — Form 5500 plan (Bd Of Tees Of Steamfitters Lu No 420 Srp)
Plain-English plan 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, Steamfitters Local Union No. 420 Srp is a benefit plan reported by Bd Of Tees Of Steamfitters Lu No 420 Srp under EIN 23-2495379 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,576 participants and $671,059,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tees Of Steamfitters Lu No 420 Srp
- EIN
- 23-2495379
- Plan number
- 002
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 7,576
- End-of-year plan assets
- $671,059,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,576 | H, C | 20241015164945NAL0030399809005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $671,059,968
- Total liabilities (EOY)
- $210,355
- Net assets (EOY)
- $670,849,613
- Net assets (BOY)
- $586,376,191
Income & contributions
- Employer contributions
- $59,587,305
- Total contributions
- $59,787,147
- Total income / additions
- $142,454,901
Expenses & distributions
- Benefits paid
- $56,252,994
- Administrative expenses
- $1,728,485
- Total expenses
- $57,981,479
- Net increase / (decrease)
- $84,473,422
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $773,642 | $0 | 2023 |
| Zenith American Solutions,Inc | NONE | $146,319 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Wealth Mgmt | NONE | $74,160 | not reported in the loaded dataset | 2023 |
| Cleary & Josem Llp | NONE | $52,589 | not reported in the loaded dataset | 2023 |
| Employee A | NONE | $50,698 | not reported in the loaded dataset | 2023 |
| Employee B | NONE | $41,358 | not reported in the loaded dataset | 2023 |
| Kennedy Printing Co. | NONE | $39,628 | not reported in the loaded dataset | 2023 |
| Steamfitters Lu 420 Building Fund | UNION AFFILIATE | $28,733 | not reported in the loaded dataset | 2023 |
| Daniel A. Winters & Company, Cpas | NONE | $23,969 | not reported in the loaded dataset | 2023 |
| Kang Haggerty & Fetbroyt | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| J. A Mariano Agency, Inc | NONE | $0 | $12,609 | 2023 |
| Empower Advisory Group,LLC | NONE | $7,949 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tees Of Steamfitters Lu No 420 Srp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Zenith American Solutions,Inc — Schedule C compensation
- Morgan Stanley Wealth Mgmt — Schedule C compensation
- Cleary & Josem Llp — Schedule C compensation
- Employee A — Schedule C compensation
- Employee B — Schedule C compensation
- Kennedy Printing Co. — Schedule C compensation
- Steamfitters Lu 420 Building Fund — Schedule C compensation
- Daniel A. Winters & Company, Cpas — Schedule C compensation
- Kang Haggerty & Fetbroyt — Schedule C compensation
- J. A Mariano Agency, Inc — Schedule C compensation
- Empower Advisory Group,LLC — Schedule C compensation