2023 Form 5500 filing — Steamfitters Local 602 Retirement Savings Plan Savings 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 20241015152542NAL0030163473001) for Steamfitters Local 602 Retirement Savings Plan Savings Plan, reported by Board Of Trustees - Steamfitters Local 602 Retirement Savings Plan under EIN 52-2187219 and plan number 001. It reports 5,322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152542NAL0030163473001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Steamfitters Local 602 Retirement Savings Plan
- EIN
- 52-2187219
- Plan number
- 001
- Location
- Capitol Heights, MD
- Participants
- 5,322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $444,967,613
- Total liabilities (EOY)
- $98,880
- Net assets (EOY)
- $444,868,733
- Employer contributions
- $28,146,424
- Total income / additions
- $93,395,232
- Benefits paid
- $13,561,005
- Administrative expenses
- $211,807
- Total expenses
- $13,772,812
- Net increase / (decrease)
- $79,622,420
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $294,780 | $0 |
| Zenith American Solutions | CONTRACT ADMINISTRATOR | $55,417 | not reported in the loaded dataset |
| O'Donoghue And O'Donoghue | ATTORNEY | $53,398 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $35,760 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | INSURANCE AGENT | $22,213 | $0 |
| Sarfino And Rhoades, Llp | AUDITOR | $15,850 | not reported in the loaded dataset |
| Novak Francella LLC | AUDITOR | $5,955 | not reported in the loaded dataset |
| Putnam | INVESTMENT PROVIDER | $0 | $0 |
| Massachusetts Mutual Life Insurance | INVESTMENT PROVIDER | $0 | $0 |
| American Century | INVESTMENT PROVIDER | $0 | $0 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 |
| Columbia | INVESTMENT PROVIDER | $0 | $0 |
| Nationwide | INVESTMENT PROVIDER | $0 | $0 |
| Fidelity Investments | INVESTMENT PROVIDER | $0 | $0 |
| Carillon Family Of Funds | INVESTMENT PROVIDER | $0 | $0 |