2023 Form 5500 filing — Plumbers And Steamfitters Local No. 42 Pension 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 20250122135423NAL0007739760001) for Plumbers And Steamfitters Local No. 42 Pension Plan, reported by Board Of Trustees Of Plumbers And Steamfitters Local No. 42 Pension under EIN 23-7404110 and plan number 001. It reports 591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250122135423NAL0007739760001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Plumbers And Steamfitters Local No. 42 Pension
- EIN
- 23-7404110
- Plan number
- 001
- Location
- Norwalk, OH
- Participants
- 591
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,919,051
- Total liabilities (EOY)
- $67,249
- Net assets (EOY)
- $66,851,802
- Employer contributions
- $2,526,140
- Total income / additions
- $10,336,039
- Benefits paid
- $5,109,865
- Administrative expenses
- $324,480
- Total expenses
- $5,434,345
- Net increase / (decrease)
- $4,901,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Actuarial Services, LLC | NONE | $68,154 | not reported in the loaded dataset |
| Blackrock | NONE | $55,745 | $0 |
| Segal Marco Advisors | NONE | $48,000 | not reported in the loaded dataset |
| Denise Mann | NONE | $46,591 | not reported in the loaded dataset |
| Boyd Watterson Asset Management,LLC | NONE | $43,533 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $18,816 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp | NONE | $15,925 | not reported in the loaded dataset |