2023 Form 5500 filing — Plumbers And Steamfitters Local 486 Severance And Annuity/401(K) 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 20250616151556NAL0001076689001) for Plumbers And Steamfitters Local 486 Severance And Annuity/401(K) Plan, reported by Plumbers And Steamfitters Local 486 Severance And Annuity/401(K) Plan under EIN 52-1190205 and plan number 001. It reports 4,422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616151556NAL0001076689001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Steamfitters Local 486 Severance And Annuity/401(K) Plan
- EIN
- 52-1190205
- Plan number
- 001
- Location
- Columbia, MD
- Participants
- 4,422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $350,756,335
- Total liabilities (EOY)
- $47,017
- Net assets (EOY)
- $350,709,318
- Employer contributions
- $9,784,371
- Participant contributions
- $4,642,746
- Total income / additions
- $71,410,066
- Benefits paid
- $19,162,492
- Administrative expenses
- $1,039,854
- Total expenses
- $20,202,346
- Net increase / (decrease)
- $51,207,720
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $706,458 | $0 |
| Benefits Administration Corporation | NONE | $89,803 | not reported in the loaded dataset |
| Abato, Rubenstein & Abato | NONE | $62,217 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $38,100 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $22,330 | not reported in the loaded dataset |
| Robert Bennett | TRUSTEE | $8,782 | not reported in the loaded dataset |
| Rodney Horton | TRUSTEE | $6,768 | not reported in the loaded dataset |
| Andrew Gannon | TRUSTEE | $6,591 | not reported in the loaded dataset |
| Gary Glab | TRUSTEE | $5,383 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $5,361 |
| Crm | NONE | $0 | $0 |
| T. Rowe Price | NONE | $0 | $0 |
| William Blair | NONE | $0 | $0 |
| Northern Funds | NONE | $0 | $0 |
| Wells Fargo Galliard | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |