Plumbers & Steamfitters Local #83 Retirement Fund — Form 5500 plan (Plumbers & Steamfitters Local 83)
Plain-English plan 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, Plumbers & Steamfitters Local #83 Retirement Fund is a benefit plan reported by Plumbers & Steamfitters Local 83 under EIN 55-0667502 and plan number 003. The latest loaded filing year is 2023. The filing reports 560 participants and $40,691,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 83
- EIN
- 55-0667502
- Plan number
- 003
- Plan type
- 1
- Location
- Harmony, PA
- Latest filing year
- 2023
- Participants
- 560
- End-of-year plan assets
- $40,691,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 560 | H, C | 20241004141005NAL0006759443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,691,537
- Total liabilities (EOY)
- $38,273
- Net assets (EOY)
- $40,653,264
- Net assets (BOY)
- $35,252,213
Income & contributions
- Employer contributions
- $2,819,826
- Total contributions
- $2,819,826
- Total income / additions
- $7,931,384
Expenses & distributions
- Benefits paid
- $2,205,144
- Administrative expenses
- $182,623
- Total expenses
- $2,530,333
- Net increase / (decrease)
- $5,401,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plumbers & Steamfitters 83 Retireme | NONE | $150,670 | not reported in the loaded dataset | 2023 |
| Beacon Administrators And Consultan | NONE | $49,134 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | NONE | $42,107 | $0 | 2023 |
| Standard Valuation | NONE | $26,300 | not reported in the loaded dataset | 2023 |
| Mcelhaney & Associates, LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Cowden & Associates Inc | NONE | $10,408 | not reported in the loaded dataset | 2023 |
| John Dascoli, Pllc | NONE | $8,053 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 83
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harmony, PA
- Plumbers & Steamfitters 83 Retireme — Schedule C compensation
- Beacon Administrators And Consultan — Schedule C compensation
- Prudential Retirement Insurance And — Schedule C compensation
- Standard Valuation — Schedule C compensation
- Mcelhaney & Associates, LLC — Schedule C compensation
- Cowden & Associates Inc — Schedule C compensation
- John Dascoli, Pllc — Schedule C compensation