2023 Form 5500 filing — Plumbers And Pipefitters Local Union No. 803 Pension 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 20250506175055NAL0006178339001) for Plumbers And Pipefitters Local Union No. 803 Pension Fund, reported by Board Of Trustees Of Plumbers Local Union No. 803 Pension Fund under EIN 59-6228172 and plan number 001. It reports 939 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250506175055NAL0006178339001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Plumbers Local Union No. 803 Pension Fund
- EIN
- 59-6228172
- Plan number
- 001
- Location
- Fleming Island, FL
- Participants
- 939
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,529,564
- Total liabilities (EOY)
- $59,694
- Net assets (EOY)
- $47,469,870
- Employer contributions
- $2,737,335
- Total income / additions
- $7,196,516
- Benefits paid
- $2,456,348
- Administrative expenses
- $432,398
- Total expenses
- $2,888,746
- Net increase / (decrease)
- $4,307,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | NONE | $179,120 | $0 |
| National Employee Benefits Admin. | NONE | $130,149 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $23,298 | not reported in the loaded dataset |
| Southern Actuarial Services Co.,Inc | NONE | $17,950 | not reported in the loaded dataset |
| Foundry Partners, LLC | NONE | $14,018 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard & Ca | NONE | $7,007 | not reported in the loaded dataset |