2023 Form 5500 filing — Plumbers & Pipefitters Local 162 Pension 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 20241008093359NAL0028270848001) for Plumbers & Pipefitters Local 162 Pension Fund, reported by Plumbers & Pipefitters Local 162 under EIN 31-6125999 and plan number 001. It reports 1,111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008093359NAL0028270848001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Pipefitters Local 162
- EIN
- 31-6125999
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 1,111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,411,910
- Total liabilities (EOY)
- $165,610
- Net assets (EOY)
- $80,246,300
- Employer contributions
- $6,730,080
- Total income / additions
- $16,126,228
- Benefits paid
- $6,601,924
- Administrative expenses
- $526,305
- Total expenses
- $7,128,229
- Net increase / (decrease)
- $8,997,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Capital Investment Adviso | NONE | $121,604 | not reported in the loaded dataset |
| United Actuarial | NONE | $56,600 | not reported in the loaded dataset |
| Healthscope Benefits | NONE | $55,037 | not reported in the loaded dataset |
| Blue & Co., LLC | NONE | $32,875 | not reported in the loaded dataset |
| National Investment Services | NONE | $32,648 | not reported in the loaded dataset |
| Ledbetter Parisi, LLC | NONE | $26,214 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $22,605 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $16,073 | not reported in the loaded dataset |