2023 Form 5500 filing — Plumbers & Steamfitters Local 166 Afl-Cio 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 20250312121734NAL0019048273002) for Plumbers & Steamfitters Local 166 Afl-Cio Pension Plan, reported by Plumbers And Steamfitters Local 166 under EIN 51-6132690 and plan number 001. It reports 1,208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312121734NAL0019048273002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Steamfitters Local 166
- EIN
- 51-6132690
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 1,208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,319,257
- Total liabilities (EOY)
- $86,742
- Net assets (EOY)
- $86,232,515
- Employer contributions
- $5,452,241
- Total income / additions
- $14,699,199
- Benefits paid
- $3,945,264
- Administrative expenses
- $463,877
- Total expenses
- $4,409,141
- Net increase / (decrease)
- $10,290,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc | NONE | $69,428 | not reported in the loaded dataset |
| Cuni Rust & Strenk | NONE | $45,492 | not reported in the loaded dataset |
| Andco Consulting | NONE | $40,000 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $39,427 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $28,263 | not reported in the loaded dataset |
| Asherkelly | NONE | $25,583 | not reported in the loaded dataset |
| Invesco Global Trust Company | NONE | $25,051 | not reported in the loaded dataset |
| Fifth Third Bank | NONE | $23,601 | not reported in the loaded dataset |
| Whitinger & Company LLC | NONE | $22,500 | not reported in the loaded dataset |
| Plumbers & Steamfitters Local 166 | SPONSOR | $16,304 | not reported in the loaded dataset |
| Mcqueen Insurance Group | NONE | $15,544 | not reported in the loaded dataset |
| Stefansky, Holloway & Nichols, Inc. | NONE | $13,754 | not reported in the loaded dataset |
| American Graphics | NONE | $9,525 | not reported in the loaded dataset |