2023 Form 5500 filing — Plumbers And Pipefitters Local Union 520 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 20250215094223NAL0051354386001) for Plumbers And Pipefitters Local Union 520 Annuity Plan, reported by Plumbers And Pipefitters Annuity Fund Local No. 520 under EIN 23-6489357 and plan number 003. It reports 1,755 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250215094223NAL0051354386001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Pipefitters Annuity Fund Local No. 520
- EIN
- 23-6489357
- Plan number
- 003
- Location
- Troy, MI
- Participants
- 1,755
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,738,550
- Total liabilities (EOY)
- $9,719
- Net assets (EOY)
- $204,728,831
- Employer contributions
- $7,997,680
- Total income / additions
- $33,574,535
- Benefits paid
- $7,419,169
- Administrative expenses
- $301,226
- Total expenses
- $7,720,395
- Net increase / (decrease)
- $25,854,140
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Administrative Service | NONE | $121,832 | $0 |
| Benesys, Inc. | NONE | $63,384 | not reported in the loaded dataset |
| Captrust Financial Advisors | NONE | $52,000 | not reported in the loaded dataset |
| Fischer Dorwart, Pc | NONE | $18,000 | not reported in the loaded dataset |
| Odonoghue & Odonoghue Llp | NONE | $15,159 | not reported in the loaded dataset |
| Kang Haggerty | NONE | $6,872 | not reported in the loaded dataset |