2023 Form 5500 filing — Plumbers Local No 98 Supplemental Unemployment Benefit Trust 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 20250414164507NAL0003992418001) for Plumbers Local No 98 Supplemental Unemployment Benefit Trust Fund, reported by Joint Board Of Trustees Plumbers under EIN 38-6105923 and plan number 501. It reports 801 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414164507NAL0003992418001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Plumbers
- EIN
- 38-6105923
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 801
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,763,349
- Total liabilities (EOY)
- $15,648
- Net assets (EOY)
- $7,747,701
- Employer contributions
- $915,037
- Total income / additions
- $1,502,146
- Benefits paid
- $466,948
- Administrative expenses
- $126,255
- Total expenses
- $593,203
- Net increase / (decrease)
- $908,943
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $37,972 | not reported in the loaded dataset |
| Plumbers Local 98 | SPONSOR LOCAL UNION | $36,667 | not reported in the loaded dataset |
| Strategic Capital Invest. Advisors | NONE | $17,375 | not reported in the loaded dataset |
| Bultynck & Co., P.L.L.C. | NONE | $11,250 | not reported in the loaded dataset |
| Asher Kelly Law | NONE | $6,345 | not reported in the loaded dataset |