2023 Form 5500 filing — Plumbers And Pipefitters Local 551 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 20250414122355NAL0000767299001) for Plumbers And Pipefitters Local 551 Pension Plan, reported by Plumbers And Pipefitters Local 551 under EIN 37-1136405 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414122355NAL0000767299001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Pipefitters Local 551
- EIN
- 37-1136405
- Plan number
- 001
- Location
- West Frankfort, IL
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,953,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,953,305
- Employer contributions
- $1,826,755
- Participant contributions
- $93,651
- Total income / additions
- $7,264,679
- Benefits paid
- $743,830
- Administrative expenses
- $151,656
- Total expenses
- $895,486
- Net increase / (decrease)
- $6,369,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plumbers & Pipefitters Local 551 | RECORD KEEPER | $72,000 | not reported in the loaded dataset |
| Ekon Advisors | NONE | $50,594 | not reported in the loaded dataset |
| Grabel Schnieders Hollman & Co | NONE | $15,059 | not reported in the loaded dataset |
| Ekon Benefits | NONE | $7,884 | $0 |
| Mertz Insurance | NONE | $5,587 | not reported in the loaded dataset |