2023 Form 5500 filing — Steamfitters Local Union No. 420 Srp
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 20241015164945NAL0030399809005) for Steamfitters Local Union No. 420 Srp, reported by Bd Of Tees Of Steamfitters Lu No 420 Srp under EIN 23-2495379 and plan number 002. It reports 7,576 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164945NAL0030399809005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tees Of Steamfitters Lu No 420 Srp
- EIN
- 23-2495379
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 7,576
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $671,059,968
- Total liabilities (EOY)
- $210,355
- Net assets (EOY)
- $670,849,613
- Employer contributions
- $59,587,305
- Total income / additions
- $142,454,901
- Benefits paid
- $56,252,994
- Administrative expenses
- $1,728,485
- Total expenses
- $57,981,479
- Net increase / (decrease)
- $84,473,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $773,642 | $0 |
| Zenith American Solutions,Inc | NONE | $146,319 | not reported in the loaded dataset |
| Morgan Stanley Wealth Mgmt | NONE | $74,160 | not reported in the loaded dataset |
| Cleary & Josem Llp | NONE | $52,589 | not reported in the loaded dataset |
| Employee A | NONE | $50,698 | not reported in the loaded dataset |
| Employee B | NONE | $41,358 | not reported in the loaded dataset |
| Kennedy Printing Co. | NONE | $39,628 | not reported in the loaded dataset |
| Steamfitters Lu 420 Building Fund | UNION AFFILIATE | $28,733 | not reported in the loaded dataset |
| Daniel A. Winters & Company, Cpas | NONE | $23,969 | not reported in the loaded dataset |
| Kang Haggerty & Fetbroyt | NONE | $18,000 | not reported in the loaded dataset |
| J. A Mariano Agency, Inc | NONE | $0 | $12,609 |
| Empower Advisory Group,LLC | NONE | $7,949 | not reported in the loaded dataset |