2023 Form 5500 filing — Scholarship Fund Of Steamfitters Lu 420
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 20250217103545NAL0001135171001) for Scholarship Fund Of Steamfitters Lu 420, reported by Bd Of Tees Of Scholarship Fd Of Steamfitters Lu 420 under EIN 23-6919093 and plan number 501. It reports 4,140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217103545NAL0001135171001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tees Of Scholarship Fd Of Steamfitters Lu 420
- EIN
- 23-6919093
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 4,140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $843,117
- Net assets (EOY)
- $843,117
- Participant contributions
- $223,285
- Total income / additions
- $396,821
- Benefits paid
- $118,500
- Administrative expenses
- $151,272
- Total expenses
- $269,772
- Net increase / (decrease)
- $127,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Drexelbrook | NONE | $91,421 | not reported in the loaded dataset |
| Daniel A. Winters & Company, Cpas | NONE | $16,530 | not reported in the loaded dataset |
| Kennedy Printing Co., Inc. | NONE | $10,218 | not reported in the loaded dataset |
| Harry Brown - Masquerade Entertainm | NONE | $7,700 | not reported in the loaded dataset |
| Garden Of Eden Flower Shop | NONE | $5,712 | not reported in the loaded dataset |