2023 Form 5500 filing — Plumbers & Steamfitters Union Local No. 10 Individual Account 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 20241012160009NAL0024709505001) for Plumbers & Steamfitters Union Local No. 10 Individual Account Plan, reported by Board Of Trustees, Plumbers & Steamfitters Union Local No. 10 under EIN 54-1739199 and plan number 001. It reports 1,537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012160009NAL0024709505001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Plumbers & Steamfitters Union Local No. 10
- EIN
- 54-1739199
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,495,250
- Total liabilities (EOY)
- $66,665
- Net assets (EOY)
- $52,428,585
- Employer contributions
- $3,127,481
- Total income / additions
- $10,013,997
- Benefits paid
- $3,886,284
- Administrative expenses
- $227,435
- Total expenses
- $4,113,719
- Net increase / (decrease)
- $5,900,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Ret Insurance & Ann Co | NONE | $79,100 | $0 |
| Southern Benefit Administrators | NONE | $57,534 | not reported in the loaded dataset |
| Investment Performance Service | NONE | $25,000 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor Cpas | NONE | $15,400 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $9,904 | not reported in the loaded dataset |
| Mutual Funds | NONE | $0 | $0 |