2023 Form 5500 filing — Plumbers Local #63 Annuity 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 20250115133504NAL0044020530003) for Plumbers Local #63 Annuity Plan, reported by Board Of Trustees Plumbers Local #63 Annuity Plan under EIN 37-1378834 and plan number 002. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115133504NAL0044020530003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers Local #63 Annuity Plan
- EIN
- 37-1378834
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,284,120
- Total liabilities (EOY)
- $5,082
- Net assets (EOY)
- $20,279,038
- Employer contributions
- $882,837
- Total income / additions
- $3,334,795
- Benefits paid
- $1,126,598
- Administrative expenses
- $69,062
- Total expenses
- $1,195,660
- Net increase / (decrease)
- $2,139,135
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Institutional, LLC | NONE | $25,000 | not reported in the loaded dataset |
| Cavanagh & O'Hara | NONE | $12,338 | not reported in the loaded dataset |
| Romolo & Associates, LLC | NONE | $10,500 | not reported in the loaded dataset |
| Healthscope Benefits, Inc. | NONE | $8,025 | not reported in the loaded dataset |