Plan5500

2023 Form 5500 filing — Monroe Plumbers & Pipefitters Local 671 Retirement Plan And 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 20240819135802NAL0000849395001) for Monroe Plumbers & Pipefitters Local 671 Retirement Plan And Trust, reported by Monroe Plumbers & Pipefitters Local 671 under EIN 38-6082588 and plan number 001. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240819135802NAL0000849395001
Filing year
2023
Form type
1
Plan sponsor
Monroe Plumbers & Pipefitters Local 671
EIN
38-6082588
Plan number
001
Location
Lansing, MI
Participants
363
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$55,267,140
Total liabilities (EOY)
$71,048
Net assets (EOY)
$55,196,092
Employer contributions
$1,727,693
Participant contributions
$110,622
Total income / additions
$9,222,575
Benefits paid
$3,915,138
Administrative expenses
$157,419
Total expenses
$4,072,557
Net increase / (decrease)
$5,150,018
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORDKEEPER$63,350$0
Merrill LynchINVESTMENT ADVISOR$60,000not reported in the loaded dataset
Novara, Tesija, PllcLEGAL$48,601not reported in the loaded dataset
Tic International CorporationRECORD KEEPER$13,042not reported in the loaded dataset
Titus & Urbanski, Inc.AUDITOR$12,001not reported in the loaded dataset
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages