2023 Form 5500 filing — Plumbers Local 75 Education 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 20241015225320NAL0029820225001) for Plumbers Local 75 Education Fund, reported by Board Of Trustees Of Plumbers Local 75 Education Fund under EIN 39-6146586 and plan number 501. It reports 1,616 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$5.5MReported net assets$5,487,646
Participants1.6K1,616
Provider compensation$1.6M13 Schedule C row(s)$1,612,692
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015225320NAL0029820225001
Plan sponsor
Board Of Trustees Of Plumbers Local 75 Education Fund
EIN
39-6146586
Plan number
501
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.9M total assets
Net assets$5.5MLiabilities$1.4M
Money in vs. money out
Total income / additions$4.2M
Total expenses$3.6M
Benefits paid / distributions$0
Contributions
Employer$3.8M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$6,877,965
Total liabilities (EOY)
$1,390,319
Net assets (EOY)
$5,487,646
Employer contributions
$3,754,490
Total income / additions
$4,176,067
Benefits paid
$0
Administrative expenses
$3,562,537
Total expenses
$3,562,537
Net increase / (decrease)
$613,530
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    EMPLOYEE · Direct $191.4K
  2. 2
    EMPLOYEE · Direct $183.5K
  3. 3
    EMPLOYEE · Direct $176.9K
  4. 4
    Paul Hanus$176.5K
    EMPLOYEE · Direct $176.5K
  5. 5
    Ryan Boggs$173.5K
    EMPLOYEE · Direct $173.5K
  6. 6
    EMPLOYEE · Direct $170.4K
  7. 7
    EMPLOYEE · Direct $170.4K
  8. 8
    EMPLOYEE · Direct $121.2K
  9. 9
    EMPLOYEE · Direct $106.7K
  10. 10
    EMPLOYEE · Direct $97.1K
  11. 11
    NONE · Direct $20.4K
  12. 12
    NONE · Direct $18.3K
  13. 13
    NONE · Direct $6.5K

Related Form 5500 pages