2023 Form 5500 filing — Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Supplemental Unemployment Benefit 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 20241218081507NAL0002214275002) for Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Supplemental Unemployment Benefit Fund, reported by Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 under EIN 31-0727369 and plan number 501. It reports 1,788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218081507NAL0002214275002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392
- EIN
- 31-0727369
- Plan number
- 501
- Location
- Cincinnati, OH
- Participants
- 1,788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,143,886
- Total liabilities (EOY)
- $36,912
- Net assets (EOY)
- $8,106,974
- Employer contributions
- $1,314,241
- Total income / additions
- $2,162,499
- Benefits paid
- $2,005,052
- Administrative expenses
- $281,763
- Total expenses
- $2,286,815
- Net increase / (decrease)
- -$124,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plumbers, Pipe Fitters And Mechanic | AFFILIATE-SHARE OF EXPENS | $107,846 | not reported in the loaded dataset |
| Strategic Capital Inv Advisor | NONE | $34,994 | not reported in the loaded dataset |
| Kelley Galloway Smith Goolsby, Psc | NONE | $23,500 | not reported in the loaded dataset |
| Bridgeway | NONE | $17,257 | not reported in the loaded dataset |
| Johnson & Krol | NONE | $16,824 | not reported in the loaded dataset |
| National Investment Services | NONE | $14,789 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $11,735 | $2,246 |
| Pnc Bank, National Association | NONE | $1,748 | $0 |