2023 Form 5500 filing — Local Union 317 Electrical Pension 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 20240806091638NAL0001263955004) for Local Union 317 Electrical Pension Plan, reported by Jt Brd Of Trustees Of Local Union 317 Electrical Pension Plan under EIN 51-6110771 and plan number 001. It reports 834 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806091638NAL0001263955004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Brd Of Trustees Of Local Union 317 Electrical Pension Plan
- EIN
- 51-6110771
- Plan number
- 001
- Location
- Ona, WV
- Participants
- 834
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $159,972,427
- Total liabilities (EOY)
- $80,486
- Net assets (EOY)
- $159,891,941
- Employer contributions
- $8,764,074
- Total income / additions
- $29,543,267
- Benefits paid
- $9,347,873
- Administrative expenses
- $207,283
- Total expenses
- $9,555,156
- Net increase / (decrease)
- $19,988,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Benefit Corporation | NONE | $54,772 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | NONE | $27,295 | not reported in the loaded dataset |
| Standard Valuations | NONE | $26,600 | not reported in the loaded dataset |
| Gray, Griffith & Mays, A.C. | NONE | $10,435 | not reported in the loaded dataset |
| Harris, Hardin & Company, A.C. | NONE | $9,028 | not reported in the loaded dataset |