2023 Form 5500 filing — Plumbers & Steamfitters Local No 489 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 20250130080010NAL0000762256003) for Plumbers & Steamfitters Local No 489 Annuity Plan, reported by Trustees Of Plumbers & Steamfitter Local No 489 Annuity Plan under EIN 52-1975410 and plan number 002. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130080010NAL0000762256003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plumbers & Steamfitter Local No 489 Annuity Plan
- EIN
- 52-1975410
- Plan number
- 002
- Location
- Cumberland, MD
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,458,990
- Net assets (EOY)
- $13,458,990
- Employer contributions
- $567,990
- Total income / additions
- $2,093,989
- Benefits paid
- $322,429
- Administrative expenses
- $68,262
- Total expenses
- $402,215
- Net increase / (decrease)
- $1,691,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $30,143 | not reported in the loaded dataset |
| Turnbull, Hoover, & Kahl, P.A. | NONE | $14,100 | not reported in the loaded dataset |
| Frank Gordon Gerwig & Associates | NONE | $12,700 | not reported in the loaded dataset |
| Beins, Axelrod P.C. | NONE | $8,510 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE | $1,861 | $0 |