2023 Form 5500 filing — Plumbers Union Local No 12 Annuity 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 20250612150902NAL0017097729002) for Plumbers Union Local No 12 Annuity Plan, reported by Plumbers Union Local No. 12 Annuit under EIN 04-2621293 and plan number 002. It reports 3,182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$302.8MReported net assets$302,772,210
Participants3.2K3,182
Provider compensation$751.2K11 Schedule C row(s)$751,161
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250612150902NAL0017097729002
- Plan sponsor
- Plumbers Union Local No. 12 Annuit
- EIN
- 04-2621293
- Plan number
- 002
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$302.8M total assets
Net assets$302.8MLiabilities$65.9K
Full reported line items
- Total assets (EOY)
- $302,838,155
- Total liabilities (EOY)
- $65,945
- Net assets (EOY)
- $302,772,210
- Employer contributions
- $14,578,473
- Total income / additions
- $58,331,908
- Benefits paid
- $16,132,338
- Administrative expenses
- $843,966
- Total expenses
- $16,937,058
- Net increase / (decrease)
- $41,394,850
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | NONE | $587,738 | $0 |
| Manzi & Associates, LLC | NONE | $31,096 | not reported in the loaded dataset |
| Robert Cheverie | NONE | $29,173 | not reported in the loaded dataset |
| Employee D | EMPLOYEE | $23,897 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $19,998 | not reported in the loaded dataset |
| Employee E | EMPLOYEE | $18,880 | not reported in the loaded dataset |
| Employee A | EMPLOYEE | $11,542 | not reported in the loaded dataset |
| Employee C | EMPLOYEE | $10,123 | not reported in the loaded dataset |
| Employee B | EMPLOYEE | $8,464 | not reported in the loaded dataset |
| Printing Unlimited | NONE | $5,250 | not reported in the loaded dataset |
| Sei Investments | NONE | $5,000 | not reported in the loaded dataset |