2023 Form 5500 filing — Plumbers Lu No 690 Supplemental Retirement 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 20241015175117NAL0059025762002) for Plumbers Lu No 690 Supplemental Retirement Plan, reported by Bd Of Tees Of Plumbers Lu No 690 Srp under EIN 23-2487320 and plan number 003. It reports 1,724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175117NAL0059025762002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tees Of Plumbers Lu No 690 Srp
- EIN
- 23-2487320
- Plan number
- 003
- Location
- Philadelphia, PA
- Participants
- 1,724
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $144,295,208
- Total liabilities (EOY)
- $140,365
- Net assets (EOY)
- $144,154,843
- Employer contributions
- $10,189,560
- Total income / additions
- $21,539,765
- Benefits paid
- $8,513,844
- Administrative expenses
- $1,003,395
- Total expenses
- $9,517,239
- Net increase / (decrease)
- $12,022,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boyd Watterson Asset Mgmt. | NONE | $350,688 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $129,390 | $0 |
| Loomis Sayles & Company L.P. | NONE | $85,251 | $0 |
| Hardman Johnston Global Advisors | NONE | $67,031 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $18,961 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $10,974 | $0 |
| The Mckeogh Company | NONE | $9,900 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $8,877 | not reported in the loaded dataset |
| Plumbers Local Union No. 690 | AFFILIATE | $7,811 | not reported in the loaded dataset |
| Daniel A. Winters & Company, Cpas | NONE | $7,538 | not reported in the loaded dataset |
| Kang Haggerty & Fetbroyt | NONE | $6,533 | not reported in the loaded dataset |
| Capstone Insurance | NONE | $5,936 | $0 |
| Investment Performance Services LLC | NONE | $5,368 | not reported in the loaded dataset |