2023 Form 5500 filing — West Virginia Plumbers And Steamfitters Local 152

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 20250302100222NAL0002496499001) for West Virginia Plumbers And Steamfitters Local 152, reported by West Virginia Plumbers And Steamfitters Local 152 under EIN 55-6025364 and plan number 501. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250302100222NAL0002496499001
Filing year
2023
Form type
1
Plan sponsor
West Virginia Plumbers And Steamfitters Local 152
EIN
55-6025364
Plan number
501
Location
Ona, WV
Participants
342
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,316,128
Total liabilities (EOY)
$708,512
Net assets (EOY)
$2,607,616
Employer contributions
$4,241,919
Participant contributions
$740,699
Total income / additions
$5,074,106
Benefits paid
$4,527,208
Administrative expenses
$296,157
Total expenses
$4,823,365
Net increase / (decrease)
$250,741
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Union Labor Life Insurance CoNONE$257,621not reported in the loaded dataset
Community Insurance CompanyNONE$193,270not reported in the loaded dataset
American Benefit CorporationNONE$131,392not reported in the loaded dataset
Labor First LLCNONE$50,310not reported in the loaded dataset
Gray, Griffith And MaysNONE$15,000not reported in the loaded dataset
Kramer Warner Associates, IncNONE$13,011not reported in the loaded dataset
Segal Select Insurance ServicesNONE$8,674not reported in the loaded dataset
Standard ValuationsNONE$8,250not reported in the loaded dataset
United Actuarial ServicesNONE$7,000not reported in the loaded dataset
John F. DascoliNONE$5,908not reported in the loaded dataset
Huntington BankNONE$5,887not reported in the loaded dataset

Related Form 5500 pages