2023 Form 5500 filing — Plumbers And Pipefitters Local Union 172 Voluntary 401k 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 20241205155544NAL0003148899001) for Plumbers And Pipefitters Local Union 172 Voluntary 401k Plan, reported by Board Of Trustees Of Plumbers And Pipefitters Local Union 172 under EIN 35-1971399 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241205155544NAL0003148899001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of Plumbers And Pipefitters Local Union 172
EIN
35-1971399
Plan number
001
Location
Oak Brook, IL
Participants
378
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,430,799
Total liabilities (EOY)
$14,619
Net assets (EOY)
$13,416,180
Employer contributions
$169,427
Participant contributions
$450,303
Total income / additions
$2,790,976
Benefits paid
$875,645
Administrative expenses
$107,166
Total expenses
$982,811
Net increase / (decrease)
$1,808,165
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
CaptrustNONE$30,000not reported in the loaded dataset
BpasNONE$27,296not reported in the loaded dataset
Legacy Professionals LlpNONE$20,254not reported in the loaded dataset
TicNONE$9,811not reported in the loaded dataset
Johnson And Krol LLCNONE$6,254not reported in the loaded dataset
Hunt Insurance GroupNONE$5,214not reported in the loaded dataset

Related Form 5500 pages