2023 Form 5500 filing — Plumbers, Pipefitters And Hvac Technicians Local Union No. 572 Annuity 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 20250115110049NAL0043264146001) for Plumbers, Pipefitters And Hvac Technicians Local Union No. 572 Annuity Fund, reported by Trustees Of The Local Union No. 572 Annuity Fund under EIN 83-4459073 and plan number 001. It reports 1,114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115110049NAL0043264146001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Local Union No. 572 Annuity Fund
- EIN
- 83-4459073
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,169,043
- Total liabilities (EOY)
- $52,446
- Net assets (EOY)
- $6,116,597
- Employer contributions
- $3,225,913
- Total income / additions
- $3,389,900
- Benefits paid
- $64,470
- Administrative expenses
- $27,804
- Total expenses
- $92,274
- Net increase / (decrease)
- $3,297,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefits Administrators In | NONE | $12,000 | not reported in the loaded dataset |
| Lapadula Carlson & Co. | NONE | $8,500 | not reported in the loaded dataset |