2023 Form 5500 filing — Plumbers & Steamfitters 72 Defined Contrib 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 20241009193450NAL0019862801004) for Plumbers & Steamfitters 72 Defined Contrib Fund, reported by Plumber & Steamfitters 72 Defined Contrib Fund under EIN 58-2637934 and plan number 001. It reports 3,548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009193450NAL0019862801004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumber & Steamfitters 72 Defined Contrib Fund
- EIN
- 58-2637934
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 3,548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,830,625
- Total liabilities (EOY)
- $107,066
- Net assets (EOY)
- $142,723,559
- Employer contributions
- $9,849,782
- Total income / additions
- $29,916,513
- Benefits paid
- $8,213,867
- Administrative expenses
- $357,087
- Total expenses
- $8,570,954
- Net increase / (decrease)
- $21,345,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One America Retirement Services | NONE | $212,388 | not reported in the loaded dataset |
| National Employee Benefits Admin | NONE | $44,679 | not reported in the loaded dataset |
| Reynolds Consulting Services | NONE | $37,500 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $14,750 | not reported in the loaded dataset |
| Dennis G. Jenkins, Cpa | NONE | $10,850 | not reported in the loaded dataset |
| Arnall Golden Gregory, Llp | NONE | $6,300 | not reported in the loaded dataset |
| Brentwood Asset Advisors, LLC | NONE | $6,250 | not reported in the loaded dataset |