2023 Form 5500 filing — Plumbers And Steamfitters Local 166 Profit Sharing Annuity 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 20250312121734NAL0019048273001) for Plumbers And Steamfitters Local 166 Profit Sharing Annuity Plan, reported by Plumbers And Steamfitters Local 166 under EIN 35-1953097 and plan number 001. It reports 928 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312121734NAL0019048273001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Steamfitters Local 166
- EIN
- 35-1953097
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 928
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,918,608
- Total liabilities (EOY)
- $33,867
- Net assets (EOY)
- $55,884,741
- Employer contributions
- $1,966,533
- Participant contributions
- $684,701
- Total income / additions
- $11,778,410
- Benefits paid
- $4,151,472
- Administrative expenses
- $195,869
- Total expenses
- $4,347,341
- Net increase / (decrease)
- $7,431,069
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $77,560 | $0 |
| Benesys, Inc | not reported in the loaded dataset | $31,358 | not reported in the loaded dataset |
| Andco Consulting/Mariner | not reported in the loaded dataset | $22,917 | not reported in the loaded dataset |
| Whitinger & Company LLC | not reported in the loaded dataset | $22,500 | not reported in the loaded dataset |
| Asherkelly | not reported in the loaded dataset | $15,626 | not reported in the loaded dataset |
| Plumbers & Steamfitters Local 166 | not reported in the loaded dataset | $13,324 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |