2023 Form 5500 filing — Plumbers And Pipefitters Local 99 401k 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 20241008104327NAL0008271427004) for Plumbers And Pipefitters Local 99 401k Fund, reported by Board Of Trustees Of Plumbers And Pipefitters Local 99 401k Fund under EIN 36-4472995 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008104327NAL0008271427004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Plumbers And Pipefitters Local 99 401k Fund
- EIN
- 36-4472995
- Plan number
- 001
- Location
- Moline, IL
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,567,407
- Total liabilities (EOY)
- $41,499
- Net assets (EOY)
- $12,525,908
- Employer contributions
- $961,314
- Participant contributions
- $676,797
- Total income / additions
- $3,591,528
- Benefits paid
- $292,164
- Administrative expenses
- $65,405
- Total expenses
- $369,987
- Net increase / (decrease)
- $3,221,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| P&P Local 25 Benefit Fund LLC | NONE | $22,409 | not reported in the loaded dataset |
| Romolo & Associates, LLC | NONE | $11,364 | not reported in the loaded dataset |
| Baum Sigman Auerbach And Newman | NONE | $9,605 | not reported in the loaded dataset |
| Laner Muchin | NONE | $8,148 | not reported in the loaded dataset |