2023 Form 5500 filing — Plumbers And Pipefitters Local No. 104 Pension 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 20241009081827NAL0018903665001) for Plumbers And Pipefitters Local No. 104 Pension Plan, reported by Plumbers & Pipefitters Local No 104 Union under EIN 04-2746381 and plan number 001. It reports 765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009081827NAL0018903665001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Pipefitters Local No 104 Union
- EIN
- 04-2746381
- Plan number
- 001
- Location
- Holyoke, MA
- Participants
- 765
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,414,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,414,884
- Employer contributions
- $5,210,397
- Total income / additions
- $15,851,019
- Benefits paid
- $7,625,561
- Administrative expenses
- $995,218
- Total expenses
- $8,620,779
- Net increase / (decrease)
- $7,230,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Insurance Company Of Ame | MANAGEMENT FEE | not reported in the loaded dataset | $49,608 |
| Cbiz Rps | ACTUARY | $33,000 | not reported in the loaded dataset |
| Lapier Dillon And Associates Pc | AUDITORS | $22,646 | not reported in the loaded dataset |
| Carley Guilbert | PLAN ADMINISTRATOR | $17,638 | not reported in the loaded dataset |
| Barbara Willet | ADMINISTRATIVE ASSISTANT | $8,743 | not reported in the loaded dataset |
| Commonwealth Co | MANAGEMENT FEES | $7,500 | not reported in the loaded dataset |
| Prudential Retirement Insurance And | INVESTMENT ADVISOR | $5,217 | not reported in the loaded dataset |
| Krakow Souris And Landry | LEGAL COUNSEL | $5,115 | not reported in the loaded dataset |