2023 Form 5500 filing — Plumbers And Steamfitters Local 60 401(K) 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 20250128081516NAL0013240657001) for Plumbers And Steamfitters Local 60 401(K) Plan, reported by The Board Of Trustees Plumbers And Steamfitters Local 60 401k Plan under EIN 72-1504171 and plan number 002. It reports 1,443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250128081516NAL0013240657001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Plumbers And Steamfitters Local 60 401k Plan
- EIN
- 72-1504171
- Plan number
- 002
- Location
- Metairie, LA
- Participants
- 1,443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,511,806
- Total liabilities (EOY)
- $30,690
- Net assets (EOY)
- $15,481,116
- Employer contributions
- $444,678
- Participant contributions
- $368,781
- Total income / additions
- $2,615,036
- Benefits paid
- $862,444
- Administrative expenses
- $136,883
- Total expenses
- $999,327
- Net increase / (decrease)
- $1,615,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Investment Performance Services LLC | SERVICES RELATED PLAN | $40,000 | $0 |
| Sentinel Pension LLC | NONE | $27,953 | $0 |
| Buchbinder Tunick & Co., Llp | NONE | $24,000 | not reported in the loaded dataset |
| Robein Urann Spencer Picard | SERVICES RELATED PLAN | $15,079 | not reported in the loaded dataset |