2023 Form 5500 filing — Plumbers & Pipefitters Lu 286 Money Purchase 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 20250311153315NAL0029810176001) for Plumbers & Pipefitters Lu 286 Money Purchase Plan, reported by Plumbers & Pipefitters Lu 286 Money Purchase Plan under EIN 74-2748987 and plan number 002. It reports 3,230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311153315NAL0029810176001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Pipefitters Lu 286 Money Purchase Plan
- EIN
- 74-2748987
- Plan number
- 002
- Location
- Albuquerque, NM
- Participants
- 3,230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $168,641,144
- Total liabilities (EOY)
- $493,088
- Net assets (EOY)
- $168,148,056
- Employer contributions
- $12,336,950
- Total income / additions
- $34,732,352
- Benefits paid
- $5,375,864
- Administrative expenses
- $508,467
- Total expenses
- $5,884,331
- Net increase / (decrease)
- $28,848,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Asset Managment | NONE | $252,052 | not reported in the loaded dataset |
| Southwest Service Adminstrators | NONE | $77,028 | not reported in the loaded dataset |
| Conner & Winters | NONE | $49,808 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | NONE | $46,713 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $10,000 | not reported in the loaded dataset |