2023 Form 5500 filing — Plumbers & Steamfitters Local 137-353 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 20250115113412NAL0035552816001) for Plumbers & Steamfitters Local 137-353 Annuity Fund, reported by Plumbers & Steamfitters Local 137-353 Annuity Fund Board Of Trustees under EIN 81-2451497 and plan number 002. It reports 1,207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115113412NAL0035552816001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 137-353 Annuity Fund Board Of Trustees
- EIN
- 81-2451497
- Plan number
- 002
- Location
- Springfield, IL
- Participants
- 1,207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,771,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,771,985
- Employer contributions
- $3,009,530
- Total income / additions
- $4,745,124
- Benefits paid
- $312,760
- Administrative expenses
- $67,539
- Total expenses
- $380,299
- Net increase / (decrease)
- $4,364,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr | NONE | $32,580 | not reported in the loaded dataset |
| Kerber, Eck & Braeckel, Llp | NONE | $15,350 | not reported in the loaded dataset |
| Healthscope Benefits | NONE | $9,600 | not reported in the loaded dataset |
| Cavanagh Ohara | NONE | $6,892 | not reported in the loaded dataset |