Atlanta Plumbers & Steamfitters Retiree H&W Fund — Form 5500 plan (Atlanta Plumbers & Steamfitters Retiree)
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, Atlanta Plumbers & Steamfitters Retiree H&W Fund is a benefit plan reported by Atlanta Plumbers & Steamfitters Retiree under EIN 37-1830040 and plan number 501. The latest loaded filing year is 2023. The filing reports 864 participants and $7,216,031 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlanta Plumbers & Steamfitters Retiree
- EIN
- 37-1830040
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 864
- End-of-year plan assets
- $7,216,031
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 864 | H, C | 20241009194957NAL0010965843002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,216,031
- Total liabilities (EOY)
- $33,658
- Net assets (EOY)
- $7,182,373
- Net assets (BOY)
- $5,743,867
Income & contributions
- Employer contributions
- $2,805,106
- Participant contributions
- $1,029,918
- Total contributions
- $3,835,024
- Total income / additions
- $4,282,425
Expenses & distributions
- Benefits paid
- $2,553,065
- Administrative expenses
- $290,854
- Total expenses
- $2,843,919
- Net increase / (decrease)
- $1,438,506
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefits Admin | NONE | $195,667 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $69,100 | not reported in the loaded dataset | 2023 |
| Conduent Hr Services, LLC | NONE | $38,254 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $8,750 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $5,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlanta Plumbers & Steamfitters Retiree
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Benefits Admin — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Conduent Hr Services, LLC — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation