2023 Form 5500 filing — Plumbers And Steamfitters Local 521 Annuity Fund
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 20250408162702NAL0011344035003) for Plumbers And Steamfitters Local 521 Annuity Fund, reported by Plumbers And Steamfitters Local 521 Annuity Fund under EIN 26-1357595 and plan number 001. It reports 437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408162702NAL0011344035003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Steamfitters Local 521 Annuity Fund
- EIN
- 26-1357595
- Plan number
- 001
- Location
- Ona, WV
- Participants
- 437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,089,584
- Total liabilities (EOY)
- $4,813
- Net assets (EOY)
- $11,084,771
- Employer contributions
- $1,127,062
- Total income / additions
- $2,588,965
- Benefits paid
- $471,483
- Administrative expenses
- $129,698
- Total expenses
- $601,181
- Net increase / (decrease)
- $1,987,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Peoples Bank | NONE | $80,646 | not reported in the loaded dataset |
| Standard Valuations | NONE | $11,500 | not reported in the loaded dataset |
| Harris, Hardin & Company, A.C. | NONE | $11,400 | not reported in the loaded dataset |
| American Benefit Corporation | NONE | $8,100 | not reported in the loaded dataset |