2023 Form 5500 filing — Plumbing & Pipefitting Industry Retirement Plan Of Kansas
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 20241014113010NAL0013204627006) for Plumbing & Pipefitting Industry Retirement Plan Of Kansas, reported by Plumbing & Pipefitting Industry Retirement Plan Of Kansas under EIN 48-0923596 and plan number 001. It reports 1,506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113010NAL0013204627006
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbing & Pipefitting Industry Retirement Plan Of Kansas
- EIN
- 48-0923596
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 1,506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,546,222
- Total liabilities (EOY)
- $380,638
- Net assets (EOY)
- $85,165,584
- Employer contributions
- $4,971,186
- Participant contributions
- $1,700,573
- Total income / additions
- $15,528,797
- Benefits paid
- $5,247,778
- Administrative expenses
- $85,768
- Total expenses
- $5,333,546
- Net increase / (decrease)
- $10,195,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spencer Fane Llp | LEGAL | $104,686 | not reported in the loaded dataset |
| Ima Wealth | INVESTMENT ADVISOR | $80,000 | not reported in the loaded dataset |
| Bmgi | CONTRACT ADMINISTRATOR | $52,800 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $51,145 | $0 |
| Morrow & Co LLC | AUDITOR | $30,442 | not reported in the loaded dataset |
| Union Insurance Group | INSURANCE SERVICES | $13,958 | not reported in the loaded dataset |