2023 Form 5500 filing — Plumbers And Steamfitters Local 102 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 20250414213439NAL0002371041001) for Plumbers And Steamfitters Local 102 Pension Plan, reported by Plumbers & Steamfitters Local Union No. 102 under EIN 62-6077945 and plan number 001. It reports 915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414213439NAL0002371041001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local Union No. 102
- EIN
- 62-6077945
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,344,771
- Total liabilities (EOY)
- $661,403
- Net assets (EOY)
- $92,683,368
- Employer contributions
- $7,055,516
- Total income / additions
- $17,168,333
- Benefits paid
- $6,815,360
- Administrative expenses
- $396,703
- Total expenses
- $7,212,063
- Net increase / (decrease)
- $9,956,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Renee Ashworth | EMPLOYEE | $97,282 | not reported in the loaded dataset |
| Southern Actuarial Services Company | NONE | $37,375 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $35,150 | not reported in the loaded dataset |
| National Investment Service | NONE | $27,580 | not reported in the loaded dataset |
| Clarion Partners LLC | NONE | $0 | $27,259 |
| Novak Francella, LLC | NONE | $24,789 | not reported in the loaded dataset |
| Washington Capital Management Inc | 911042342 | $17,310 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $0 | $10,951 |