2023 Form 5500 filing — Pension Plan Of The Plumbers & Pipefitters Local Union No. 630 Pension - Annuity Trust Fund

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 20241015124327NAL0016416403001) for Pension Plan Of The Plumbers & Pipefitters Local Union No. 630 Pension - Annuity Trust Fund, reported by Trustees Of The Pension Plan Of The Plumbers & Pipefitters Local Union under EIN 59-6165026 and plan number 001. It reports 1,790 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015124327NAL0016416403001
Filing year
2023
Form type
1
Plan sponsor
Trustees Of The Pension Plan Of The Plumbers & Pipefitters Local Union
EIN
59-6165026
Plan number
001
Location
Pembroke Pines, FL
Participants
1,790
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$140,500,470
Total liabilities (EOY)
$112,776
Net assets (EOY)
$140,387,694
Employer contributions
$9,355,547
Total income / additions
$24,514,605
Benefits paid
$9,423,293
Administrative expenses
$826,665
Total expenses
$10,249,958
Net increase / (decrease)
$14,264,647
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
National Employee AdministratorsNONE$161,550not reported in the loaded dataset
Horizon Actuarial Services LLCNONE$124,626not reported in the loaded dataset
Sugarman & Susskind PaNONE$116,542not reported in the loaded dataset
Morgan Stanley Smith BarneyNONE$75,000not reported in the loaded dataset
Kayne Anderson RudnickNONE$71,892not reported in the loaded dataset
Lapadula Carlson & CoNONE$33,506not reported in the loaded dataset
Pnc BankNONE$23,793not reported in the loaded dataset

Related Form 5500 pages