2023 Form 5500 filing — Sprinkler Fitters And Apprentices Local 704 Defined Contribution Pension Fund 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 20241015112632NAL0014484723003) for Sprinkler Fitters And Apprentices Local 704 Defined Contribution Pension Fund Plan, reported by Sprinkler Fitters And Apprentices Local 704 under EIN 35-2328542 and plan number 001. It reports 611 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112632NAL0014484723003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sprinkler Fitters And Apprentices Local 704
- EIN
- 35-2328542
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 611
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,696,787
- Total liabilities (EOY)
- $130,140
- Net assets (EOY)
- $85,566,647
- Employer contributions
- $6,899,897
- Total income / additions
- $18,455,455
- Benefits paid
- $3,771,545
- Administrative expenses
- $328,691
- Total expenses
- $4,100,236
- Net increase / (decrease)
- $14,355,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $172,603 | not reported in the loaded dataset |
| Sprinkler Fitters & Apprentices Dc | PLAN | $157,347 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | INVESTMENT MGMT | $83,062 | $0 |
| Asher Kelly | NONE | $44,440 | not reported in the loaded dataset |
| Merrill Lynch Wealth Management | INVESTMENT ADVISOR | $40,000 | $0 |
| Tic International Corporation | NONE | $30,499 | not reported in the loaded dataset |
| Massachusetts Mutual Life Insurance | CONTRACT ADMINISTRATOR | $14,511 | $0 |
| Walter, Boesky & Associates Pc | NONE | $12,440 | not reported in the loaded dataset |
| United Actuarial Services | ACTUARY | $5,750 | not reported in the loaded dataset |
| American Funds | INVESTMENT PROVIDER | $0 | $0 |
| Janus Henderson | INVESTMENT PROVIDER | $0 | $0 |
| Nuveen | INVESTMENT PROVIDER | $0 | $0 |
| Pimco | INVESTMENT PROVIDER | $0 | $0 |
| Putnam | INVESTMENT PROVIDER | $0 | $0 |
| Blackrock | INVESTMENT PROVIDER | $0 | $0 |
| Tiaa-Cref | INVESTMENT PROVIDER | $0 | $0 |
| American Century | INVESTMENT PROVIDER | $0 | $0 |
| Fidelity Investments | INVESTMENT PROVIDER | $0 | $0 |
| Mfs Investment Management | INVESTMENT PROVIDER | $0 | $0 |
| Allspring Global Investment | INVESTMENT PROVIDER | $0 | $0 |
| Alliance Bernstein | INVESTMENT PROVIDER | $0 | $0 |
| Tcw Investment Mgmt Co. | INVESTMENT PROVIDER | $0 | $0 |