2023 Form 5500 filing — Plumbing & Heating Wholesalers Retirement Income Plan For The Benefit Of Shopmen'S Division Of Pipe Fitters' Association, Local 597
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 20241010134659NAL0011522259001) for Plumbing & Heating Wholesalers Retirement Income Plan For The Benefit Of Shopmen'S Division Of Pipe Fitters' Association, Local 597, reported by Shopmens Division Local 597 Joint Board Of Trustees under EIN 36-6511016 and plan number 001. It reports 529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134659NAL0011522259001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Shopmens Division Local 597 Joint Board Of Trustees
- EIN
- 36-6511016
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,889,179
- Total liabilities (EOY)
- $23,292
- Net assets (EOY)
- $14,865,887
- Employer contributions
- $448,561
- Total income / additions
- $2,338,198
- Benefits paid
- $964,246
- Administrative expenses
- $196,764
- Total expenses
- $1,161,010
- Net increase / (decrease)
- $1,177,188
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $42,814 | not reported in the loaded dataset |
| Strategic Capital Investment Adv. | NONE | $33,500 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $10,641 | not reported in the loaded dataset |
| Comerica | NONE | $10,000 | $0 |
| Legacy Professionals Llp | NONE | $8,250 | not reported in the loaded dataset |
| Washington Capital | NONE | $7,140 | not reported in the loaded dataset |