2023 Form 5500 filing — Plumbers & Fitters Local Union No. 110 Benefit Trust 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 20250217220010NAL0003997680001) for Plumbers & Fitters Local Union No. 110 Benefit Trust Fund, reported by Plumbers & Fitters Local Union No. 110 Benefit Trust Fund under EIN 54-6058147 and plan number 501. It reports 529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217220010NAL0003997680001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Fitters Local Union No. 110 Benefit Trust Fund
- EIN
- 54-6058147
- Plan number
- 501
- Location
- Norfolk, VA
- Participants
- 529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,056,996
- Total liabilities (EOY)
- $490,705
- Net assets (EOY)
- $16,566,291
- Employer contributions
- $5,624,665
- Participant contributions
- $539,339
- Total income / additions
- $7,208,797
- Benefits paid
- $4,182,369
- Administrative expenses
- $532,215
- Total expenses
- $4,714,584
- Net increase / (decrease)
- $2,494,213
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross Blue Shield | NONE | $214,947 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $206,112 | not reported in the loaded dataset |
| Wilbanks Smith & Thomas Asset Mgmt | NONE | $29,129 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $20,800 | not reported in the loaded dataset |
| Swiftmd | NONE | $12,012 | not reported in the loaded dataset |
| Branstetter Stranch & Jennings | NONE | $8,744 | not reported in the loaded dataset |
| Truist Bank | NONE | $5,452 | not reported in the loaded dataset |
| Mutual & Exchange Traded Funds | NONE | $0 | $0 |