Plumbers & Steamfitters Local 141 H & W Fund — Form 5500 plan (Plumbers & Steamfitters Local 141 H & W Fund)
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, Plumbers & Steamfitters Local 141 H & W Fund is a benefit plan reported by Plumbers & Steamfitters Local 141 H & W Fund under EIN 72-0800067 and plan number 501. The latest loaded filing year is 2023. The filing reports 573 participants and $10,613,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 141 H & W Fund
- EIN
- 72-0800067
- Plan number
- 501
- Plan type
- 1
- Location
- Shreveport, LA
- Latest filing year
- 2023
- Participants
- 573
- End-of-year plan assets
- $10,613,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 573 | H, C | 20250212160558NAL0011725795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,613,259
- Total liabilities (EOY)
- $1,272,473
- Net assets (EOY)
- $9,340,786
- Net assets (BOY)
- $9,536,657
Income & contributions
- Employer contributions
- $6,146,339
- Participant contributions
- $161,114
- Total contributions
- $6,307,453
- Total income / additions
- $6,805,652
Expenses & distributions
- Benefits paid
- $6,696,946
- Administrative expenses
- $304,577
- Total expenses
- $7,001,523
- Net increase / (decrease)
- -$195,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Resources, Inc. | ADMINISTRATOR | $143,125 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | INV ADVISORY | $45,016 | not reported in the loaded dataset | 2023 |
| Ted Windsor & Associates | CONSULTANT | $36,333 | not reported in the loaded dataset | 2023 |
| Robien, Urann, Spencer, Picard & Ca | ATTORNEY | $27,928 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $14,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 141 H & W Fund
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Shreveport, LA
- Benefit Resources, Inc. — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Ted Windsor & Associates — Schedule C compensation
- Robien, Urann, Spencer, Picard & Ca — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation