2023 Form 5500 filing — Tuscaloosa Plumbers & Steamfitters Local 372 Pension 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 20250303085146NAL0003254403001) for Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan, reported by Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan under EIN 63-0267566 and plan number 002. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303085146NAL0003254403001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan
- EIN
- 63-0267566
- Plan number
- 002
- Location
- Mobile, AL
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,985,037
- Total liabilities (EOY)
- $29,774
- Net assets (EOY)
- $60,955,263
- Employer contributions
- $2,626,805
- Total income / additions
- $9,292,779
- Benefits paid
- $1,006,894
- Administrative expenses
- $315,501
- Total expenses
- $1,322,395
- Net increase / (decrease)
- $7,970,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gulf States Consultants & Administr | NONE | $78,000 | not reported in the loaded dataset |
| Boyd Watterson | NONE | $73,172 | not reported in the loaded dataset |
| Reynolds Consulting | NONE | $28,000 | not reported in the loaded dataset |
| Rbc Global Asset Management | NONE | $26,324 | not reported in the loaded dataset |
| Way, Ray, Shelton & Co., P.C. | NONE | $23,000 | not reported in the loaded dataset |
| Southern Actuarial Services | NONE | $20,000 | not reported in the loaded dataset |
| Mackay Shields, LLC | NONE | $14,896 | not reported in the loaded dataset |
| Massmutual | NONE | $13,495 | not reported in the loaded dataset |