Plumbers & Steamfitters Local 141 Annuity Plan — Form 5500 plan (Board Of Trustees Of Plumbers & Steamfitters Local 141 Annuity Plan)
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 141 Annuity Plan is a benefit plan reported by Board Of Trustees Of Plumbers & Steamfitters Local 141 Annuity Plan under EIN 72-0376748 and plan number 001. The latest loaded filing year is 2023. The filing reports 717 participants and $12,688,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Plumbers & Steamfitters Local 141 Annuity Plan
- EIN
- 72-0376748
- Plan number
- 001
- Plan type
- 1
- Location
- Shreveport, LA
- Latest filing year
- 2023
- Participants
- 717
- End-of-year plan assets
- $12,688,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 717 | H, C | 20240918100445NAL0001635251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,688,955
- Net assets (EOY)
- $12,688,955
- Net assets (BOY)
- $10,079,658
Income & contributions
- Employer contributions
- $1,098,971
- Participant contributions
- $261,570
- Total contributions
- $1,592,115
- Total income / additions
- $3,275,182
Expenses & distributions
- Benefits paid
- $410,169
- Administrative expenses
- $255,716
- Total expenses
- $665,885
- Net increase / (decrease)
- $2,609,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $114,663 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Picard | ATTORNEY | $34,814 | not reported in the loaded dataset | 2023 |
| Edward D Jones & Co Lp | INVEST ADVISOR | $26,717 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
| Benefit Resources Inc | CONTRACT ADMIN | $10,182 | not reported in the loaded dataset | 2023 |
| Dennis G Jenkins Cpa LLC | AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Plumbers & Steamfitters Local 141 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Shreveport, LA
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Robein, Urann, Spencer, Picard — Schedule C compensation
- Edward D Jones & Co Lp — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation
- Benefit Resources Inc — Schedule C compensation
- Dennis G Jenkins Cpa LLC — Schedule C compensation