2023 Form 5500 filing — Plumbers And Steamfitters Local No 42 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 20241220104604NAL0006067041001) for Plumbers And Steamfitters Local No 42 Retirement Plan, reported by Board Of Trustees Of The Plumbers & Steamfitters Loc 42 Retirement Pln under EIN 34-1824808 and plan number 002. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220104604NAL0006067041001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Plumbers & Steamfitters Loc 42 Retirement Pln
- EIN
- 34-1824808
- Plan number
- 002
- Location
- Norwalk, OH
- Participants
- 433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,916,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,916,941
- Employer contributions
- $1,373,790
- Total income / additions
- $4,525,766
- Benefits paid
- $2,754,199
- Administrative expenses
- $128,727
- Total expenses
- $2,882,926
- Net increase / (decrease)
- $1,642,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $93,578 | $0 |
| Cliftonlarsonallen | ACCOUNTANT | $14,280 | not reported in the loaded dataset |
| Local 42 Pension Plan | PLAN ADMINISTRATOR | $12,352 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |