2023 Form 5500 filing — Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust
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 20240730145215NAL0034591264003) for Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, reported by Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T under EIN 43-6577917 and plan number 001. It reports 3,749 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730145215NAL0034591264003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T
- EIN
- 43-6577917
- Plan number
- 001
- Location
- Earth City, MO
- Participants
- 3,749
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $396,974,618
- Total liabilities (EOY)
- $83,194
- Net assets (EOY)
- $396,891,424
- Employer contributions
- $29,102,230
- Total income / additions
- $85,839,783
- Benefits paid
- $13,372,996
- Administrative expenses
- $756,730
- Total expenses
- $14,129,726
- Net increase / (decrease)
- $71,710,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | NONE | $207,405 | not reported in the loaded dataset |
| P&P Welfare Educational Fund | AFFILIATE | $207,015 | not reported in the loaded dataset |
| Anders Minkler Huber & Helm Llp | NONE | $76,838 | not reported in the loaded dataset |
| Hartnett Reyes-Jones, LLC | NONE | $44,395 | not reported in the loaded dataset |
| Marquette Associates | NONE | $30,000 | not reported in the loaded dataset |
| Greensfelder, Hemker & Gale | NONE | $26,235 | not reported in the loaded dataset |
| Charles L. Crane Agency | NONE | $0 | $5,428 |