2023 Form 5500 filing — Plumbers Pipefitters Local No 776 Profit Sharing 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 20250812075006NAL0017793762001) for Plumbers Pipefitters Local No 776 Profit Sharing Annuity Plan, reported by Board Of Trustees Plumbers Pipe Profit Sharing Annuity Plan under EIN 34-1719466 and plan number 001. It reports 2,261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812075006NAL0017793762001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers Pipe Profit Sharing Annuity Plan
- EIN
- 34-1719466
- Plan number
- 001
- Location
- Holland, OH
- Participants
- 2,261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,798,374
- Total liabilities (EOY)
- $119,074
- Net assets (EOY)
- $55,679,300
- Employer contributions
- $4,769,426
- Participant contributions
- $49,848
- Total income / additions
- $15,626,951
- Benefits paid
- $3,596,319
- Administrative expenses
- $303,061
- Total expenses
- $3,899,380
- Net increase / (decrease)
- $11,727,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $130,530 | not reported in the loaded dataset |
| Northwestern Ohio Administrators | NONE | $70,443 | not reported in the loaded dataset |
| Allotta Farley Llp | NONE | $19,386 | not reported in the loaded dataset |
| Andco | NONE | $15,000 | not reported in the loaded dataset |
| Mariner Institutional LLC | NONE | $15,000 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $12,500 | not reported in the loaded dataset |