2023 Form 5500 filing — Plumbers & Gasfitters Local Union No. 8 Defined Contribution 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 20241015090011NAL0055281538005) for Plumbers & Gasfitters Local Union No. 8 Defined Contribution Plan, reported by Plumbers Local 8 Dc Plan under EIN 43-1869060 and plan number 001. It reports 938 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090011NAL0055281538005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local 8 Dc Plan
- EIN
- 43-1869060
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 938
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,994,242
- Total liabilities (EOY)
- $31,621
- Net assets (EOY)
- $46,962,621
- Employer contributions
- $940,732
- Participant contributions
- $1,486,775
- Total income / additions
- $9,127,724
- Benefits paid
- $1,528,807
- Administrative expenses
- $219,693
- Total expenses
- $1,748,500
- Net increase / (decrease)
- $7,379,224
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal | RECORDKEEPER | $88,653 | not reported in the loaded dataset |
| Strategic Capital | INVESTMENT ADVISOR | $42,875 | not reported in the loaded dataset |
| Novak Birks, P.C. | ACCOUNTANT/AUDITOR | $19,399 | not reported in the loaded dataset |
| Usi Insurance Associates | INSURANCE AGENT | $9,320 | not reported in the loaded dataset |
| Spencer Fane Britt & Browne Llp | ATTORNEY | $8,100 | not reported in the loaded dataset |