2023 Form 5500 filing — Plumbers And Pipefitters Local Union No 333 Pension 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 20250303131507NAL0009498624002) for Plumbers And Pipefitters Local Union No 333 Pension Fund, reported by Joint Board Plumbers & Pipefitters Local Union No. 333 Pension under EIN 38-3545518 and plan number 005. It reports 1,386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303131507NAL0009498624002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Plumbers & Pipefitters Local Union No. 333 Pension
- EIN
- 38-3545518
- Plan number
- 005
- Location
- Lansing, MI
- Participants
- 1,386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $267,728,895
- Total liabilities (EOY)
- $978,555
- Net assets (EOY)
- $266,750,340
- Employer contributions
- $16,639,753
- Total income / additions
- $48,271,866
- Benefits paid
- $12,548,462
- Administrative expenses
- $706,677
- Total expenses
- $13,255,139
- Net increase / (decrease)
- $35,016,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Novara, Tesija & Catenacci, Pllc | NONE | $91,564 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $88,950 | not reported in the loaded dataset |
| National Investment Services | NONE | $86,999 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $76,575 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $67,559 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $43,940 | not reported in the loaded dataset |
| Macqueen And Associates LLC | NONE | $32,954 | $4,910 |
| Stefansky, Holloway & Nichols, Inc. | NONE | $29,652 | not reported in the loaded dataset |
| Comerica Bank | NONE | $17,495 | $684 |
| Bultynck & Co., P.L.L.C. | NONE | $14,750 | not reported in the loaded dataset |