2023 Form 5500 filing — Local 441 Plumbers & Pipefitters 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 20250114183007NAL0032268416001) for Local 441 Plumbers & Pipefitters Retirement Plan, reported by Plumbers & Pipefitters Local Union No. 441 under EIN 48-6178607 and plan number 001. It reports 1,322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114183007NAL0032268416001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Pipefitters Local Union No. 441
- EIN
- 48-6178607
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 1,322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,448,969
- Total liabilities (EOY)
- $185,909
- Net assets (EOY)
- $77,263,060
- Employer contributions
- $6,025,504
- Total income / additions
- $16,248,773
- Benefits paid
- $4,455,537
- Administrative expenses
- $645,649
- Total expenses
- $5,101,186
- Net increase / (decrease)
- $11,147,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bmgi | CONTRACT ADMINISTRATOR | $157,500 | not reported in the loaded dataset |
| Cbiz | INVESTMENT ADVISOR | $110,890 | not reported in the loaded dataset |
| Spencer Fane, Llp | LEGAL | $90,334 | not reported in the loaded dataset |
| Central Trust & Investment Company | CUSTODIAN | $53,905 | not reported in the loaded dataset |
| Emprise Bank | CUSTODIAN | $51,699 | not reported in the loaded dataset |
| Mccloud Consulting Group | ACTUARY | $38,163 | not reported in the loaded dataset |
| Morrow & Co., LLC | AUDITOR | $36,288 | not reported in the loaded dataset |
| Redstone Advisors | INVESTMENT MANAGEMENT | $21,406 | not reported in the loaded dataset |
| Wasmer Schroeder & Co. | INVESTMENT MANAGEMENT | $18,707 | not reported in the loaded dataset |
| Union Insurance Group | INSURANCE | $13,218 | not reported in the loaded dataset |