Plan5500

Scholarship Fund Of Steamfitters Lu 420 — Form 5500 plan (Bd Of Tees Of Scholarship Fd Of Steamfitters Lu 420)

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, Scholarship Fund Of Steamfitters Lu 420 is a benefit plan reported by Bd Of Tees Of Scholarship Fd Of Steamfitters Lu 420 under EIN 23-6919093 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,140 participants and $843,117 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bd Of Tees Of Scholarship Fd Of Steamfitters Lu 420
EIN
23-6919093
Plan number
501
Plan type
1
Location
Philadelphia, PA
Latest filing year
2023
Participants
4,140
End-of-year plan assets
$843,117

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,140H, C20250217103545NAL0001135171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$843,117
Net assets (EOY)
$843,117
Net assets (BOY)
$716,068

Income & contributions

Participant contributions
$223,285
Total contributions
$223,285
Total income / additions
$396,821

Expenses & distributions

Benefits paid
$118,500
Administrative expenses
$151,272
Total expenses
$269,772
Net increase / (decrease)
$127,049

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The DrexelbrookNONE$91,421not reported in the loaded dataset2023
Daniel A. Winters & Company, CpasNONE$16,530not reported in the loaded dataset2023
Kennedy Printing Co., Inc.NONE$10,218not reported in the loaded dataset2023
Harry Brown - Masquerade EntertainmNONE$7,700not reported in the loaded dataset2023
Garden Of Eden Flower ShopNONE$5,712not reported in the loaded dataset2023

Related Form 5500 pages