2023 Form 5500 filing — Plumbers & Pipefitters Local Union #51 Annuity 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 20241008084604NAL0017305521001) for Plumbers & Pipefitters Local Union #51 Annuity Plan, reported by Local 51 under EIN 05-0504791 and plan number 002. It reports 1,408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008084604NAL0017305521001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 51
- EIN
- 05-0504791
- Plan number
- 002
- Location
- East Providence, RI
- Participants
- 1,408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,474,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,474,231
- Employer contributions
- $4,690,621
- Total income / additions
- $14,482,910
- Benefits paid
- $4,472,186
- Administrative expenses
- $355,375
- Total expenses
- $4,827,561
- Net increase / (decrease)
- $9,655,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Inc | PLAN ADMINISTRATOR | $36,410 | not reported in the loaded dataset |
| Rodio & Ursillo | LEGAL | $35,560 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADVISORY | $26,012 | not reported in the loaded dataset |
| Ward, Fisher & Company Llp | ACCOUNTANT | $15,000 | not reported in the loaded dataset |
| Robert Cheverie & Associates | LEGAL | $10,200 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $0 | $0 |