2023 Form 5500 filing — Plumbers Local No. 8 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 20250317140010NAL0003037376001) for Plumbers Local No. 8 Pension Plan, reported by Plumbers Local No. 8 Pension Plan under EIN 44-6010180 and plan number 001. It reports 1,195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317140010NAL0003037376001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local No. 8 Pension Plan
- EIN
- 44-6010180
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 1,195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,755,338
- Total liabilities (EOY)
- $292,086
- Net assets (EOY)
- $111,463,252
- Employer contributions
- $8,716,803
- Total income / additions
- $23,115,627
- Benefits paid
- $7,614,310
- Administrative expenses
- $605,540
- Total expenses
- $8,219,850
- Net increase / (decrease)
- $14,895,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Investment Services | INVESTMENT MANAGER | $84,879 | not reported in the loaded dataset |
| Strategic Capital Investment Adv | INVESTMENT ADVISOR | $81,000 | not reported in the loaded dataset |
| Nbpc | ACCOUNTANT | $65,000 | not reported in the loaded dataset |
| Kmr | IT CONSULTANT | $54,693 | not reported in the loaded dataset |
| Danielle Wiley | PLAN ADMINISTRATOR | $52,105 | not reported in the loaded dataset |
| Issi | IT CONSULTANT | $41,672 | not reported in the loaded dataset |
| Cowden Associates, Inc. | ACTUARY | $39,859 | not reported in the loaded dataset |
| Washington Capital | INVESTMENT MANAGER | $21,475 | not reported in the loaded dataset |
| Stacy Kuhl | EMPLOYEE | $18,695 | not reported in the loaded dataset |
| Jennifer Willis | EMPLOYEE | $11,167 | not reported in the loaded dataset |
| Bank Of Labor | INVESTMENT MANAGER | $10,677 | not reported in the loaded dataset |
| Spencer Fane Britt Browne Llp | ATTORNEY | $9,413 | not reported in the loaded dataset |