2023 Form 5500 filing — Plumbers & Steamfitters Local #83 Retirement Fund
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 20241004141005NAL0006759443001) for Plumbers & Steamfitters Local #83 Retirement Fund, reported by Plumbers & Steamfitters Local 83 under EIN 55-0667502 and plan number 003. It reports 560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004141005NAL0006759443001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 83
- EIN
- 55-0667502
- Plan number
- 003
- Location
- Harmony, PA
- Participants
- 560
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,691,537
- Total liabilities (EOY)
- $38,273
- Net assets (EOY)
- $40,653,264
- Employer contributions
- $2,819,826
- Total income / additions
- $7,931,384
- Benefits paid
- $2,205,144
- Administrative expenses
- $182,623
- Total expenses
- $2,530,333
- Net increase / (decrease)
- $5,401,051
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plumbers & Steamfitters 83 Retireme | NONE | $150,670 | not reported in the loaded dataset |
| Beacon Administrators And Consultan | NONE | $49,134 | not reported in the loaded dataset |
| Prudential Retirement Insurance And | NONE | $42,107 | $0 |
| Standard Valuation | NONE | $26,300 | not reported in the loaded dataset |
| Mcelhaney & Associates, LLC | NONE | $25,000 | not reported in the loaded dataset |
| Cowden & Associates Inc | NONE | $10,408 | not reported in the loaded dataset |
| John Dascoli, Pllc | NONE | $8,053 | not reported in the loaded dataset |