2023 Form 5500 filing — Pension Plan For Plumbers And Pipefitters Local Union No. 776 (Lima, Ohio)
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 20250403103615NAL0011399313001) for Pension Plan For Plumbers And Pipefitters Local Union No. 776 (Lima, Ohio), reported by Board Of Trustees Pension Plan For Plumbers And Pipefitters Local 776 under EIN 34-6682531 and plan number 001. It reports 526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403103615NAL0011399313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Pension Plan For Plumbers And Pipefitters Local 776
- EIN
- 34-6682531
- Plan number
- 001
- Location
- Holland, OH
- Participants
- 526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,053,080
- Total liabilities (EOY)
- $56,106
- Net assets (EOY)
- $56,996,974
- Employer contributions
- $2,376,703
- Total income / additions
- $8,092,425
- Benefits paid
- $3,180,010
- Administrative expenses
- $270,799
- Total expenses
- $3,450,809
- Net increase / (decrease)
- $4,641,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Ohio Administrators | NONE | $66,314 | not reported in the loaded dataset |
| Milliman Inc. | NONE | $35,294 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $35,000 | not reported in the loaded dataset |
| Shumaker, Loops And Kendrick | NONE | $20,664 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $12,109 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $11,000 | not reported in the loaded dataset |