2023 Form 5500 filing — Plumbers & Steamfitters Local Union 52 Defined Con 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 20250115122430NAL0012684467004) for Plumbers & Steamfitters Local Union 52 Defined Con Plan, reported by Plumbers & Steamfitters Local Union 52 under EIN 63-0234457 and plan number 002. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115122430NAL0012684467004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local Union 52
- EIN
- 63-0234457
- Plan number
- 002
- Location
- Montgomery, AL
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,342,294
- Net assets (EOY)
- $70,342,294
- Employer contributions
- $3,530,802
- Total income / additions
- $13,368,567
- Benefits paid
- $2,884,013
- Administrative expenses
- $158,126
- Total expenses
- $3,042,139
- Net increase / (decrease)
- $10,326,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services, In | not reported in the loaded dataset | $35,594 | $0 |
| Carr, Riggs & Ingram, L.L.C. | CPA | $33,411 | not reported in the loaded dataset |
| Plumbers And Steamfitters Local 52 | PLAN SPONSOR | $25,278 | not reported in the loaded dataset |
| Clearview Group | not reported in the loaded dataset | $25,277 | not reported in the loaded dataset |