2023 Form 5500 filing — Plumbers & Steamfitters Local 434 And Mca Supplemental 401k
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 20241001133007NAL0011732336004) for Plumbers & Steamfitters Local 434 And Mca Supplemental 401k, reported by Plumbers & Steamfitters Local 434 Local 434 under EIN 39-1905166 and plan number 001. It reports 1,726 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001133007NAL0011732336004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 434 Local 434
- EIN
- 39-1905166
- Plan number
- 001
- Location
- Mosinee, WI
- Participants
- 1,726
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,096,982
- Total liabilities (EOY)
- $15,727
- Net assets (EOY)
- $103,081,255
- Employer contributions
- $6,448,432
- Participant contributions
- $1,830,360
- Total income / additions
- $19,578,205
- Benefits paid
- $5,084,707
- Administrative expenses
- $257,760
- Total expenses
- $5,342,467
- Net increase / (decrease)
- $14,235,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $90,530 | not reported in the loaded dataset |
| Reinhart, Boerner, Van Duren | NONE | $57,357 | not reported in the loaded dataset |
| Highcroft Investment Advisors, LLC | NONE | $34,059 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $29,622 | $0 |
| Bauman Associates | NONE | $14,420 | not reported in the loaded dataset |
| Wilson-Mcshane | NONE | $13,080 | not reported in the loaded dataset |