2023 Form 5500 filing — United Assn Of Plumbers And Steamfitters 521 Pension Fund
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 20250211115831NAL0009944483001) for United Assn Of Plumbers And Steamfitters 521 Pension Fund, reported by United Assn Of Plumbers And Steamfitters 521 Pension Fd under EIN 55-6039031 and plan number 001. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211115831NAL0009944483001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Assn Of Plumbers And Steamfitters 521 Pension Fd
- EIN
- 55-6039031
- Plan number
- 001
- Location
- Ona, WV
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,624,077
- Total liabilities (EOY)
- $52,337
- Net assets (EOY)
- $33,571,740
- Employer contributions
- $2,000,446
- Total income / additions
- $6,108,997
- Benefits paid
- $2,720,278
- Administrative expenses
- $225,918
- Total expenses
- $2,946,196
- Net increase / (decrease)
- $3,162,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Benefit Corporation | NONE | $37,800 | not reported in the loaded dataset |
| Standard Valuations | NONE | $25,250 | not reported in the loaded dataset |
| Zack'S Investment Management | NONE | $24,279 | not reported in the loaded dataset |
| Harris, Hardin & Company, A.C. | NONE | $22,067 | not reported in the loaded dataset |
| Asb Capital | NONE | $16,673 | $0 |
| Multi-Employer Property Trust | NONE | $14,987 | $0 |
| Osborn, Carreiro & Associates, Inc. | NONE | $14,000 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | NONE | $13,176 | not reported in the loaded dataset |
| Peoples Bank | NONE | $11,100 | not reported in the loaded dataset |
| C. S. Mckee L.P. | NONE | $5,740 | not reported in the loaded dataset |