2023 Form 5500 filing — Plumbers & Steamfitters Local 21 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 20240717165942NAL0004473569001) for Plumbers & Steamfitters Local 21 Annuity Plan, reported by Plumbers & Steamfitters Local 21 under EIN 13-6320256 and plan number 002. It reports 1,274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717165942NAL0004473569001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 21
- EIN
- 13-6320256
- Plan number
- 002
- Location
- Peekskill, NY
- Participants
- 1,274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $166,350,840
- Total liabilities (EOY)
- $934,909
- Net assets (EOY)
- $165,415,931
- Employer contributions
- $10,380,848
- Total income / additions
- $27,343,918
- Benefits paid
- $9,695,807
- Administrative expenses
- $246,276
- Total expenses
- $9,942,083
- Net increase / (decrease)
- $17,401,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $113,400 | $0 |
| Reynolds Consulting Services LLC | SERVICE PROVIDER | $34,800 | not reported in the loaded dataset |
| The Segal Company | SERVICE PROVIDER | $18,883 | not reported in the loaded dataset |
| Massachusetts Mutual Life Insurance | CONTRACT ADMINISTRATOR | $18,684 | $0 |
| Mspc | SERVICE PROVIDER | $14,203 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd Llp | SERVICE PROVIDER | $11,400 | not reported in the loaded dataset |
| 1024 Mckinley St LLC | RELATED PARTY | $6,064 | not reported in the loaded dataset |
| Dmi Bookkeeping & Accounting | SERVICE PROVIDER | $6,000 | not reported in the loaded dataset |