Plumbers & Steamfitters Local 137-353 Annuity Fund — Form 5500 plan (Plumbers & Steamfitters Local 137-353 Annuity Fund Board Of Trustees)
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 137-353 Annuity Fund is a benefit plan reported by Plumbers & Steamfitters Local 137-353 Annuity Fund Board Of Trustees under EIN 81-2451497 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,207 participants and $14,771,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 137-353 Annuity Fund Board Of Trustees
- EIN
- 81-2451497
- Plan number
- 002
- Plan type
- 1
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 1,207
- End-of-year plan assets
- $14,771,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,207 | H, C | 20250115113412NAL0035552816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,771,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,771,985
- Net assets (BOY)
- $10,407,160
Income & contributions
- Employer contributions
- $3,009,530
- Total contributions
- $3,009,530
- Total income / additions
- $4,745,124
Expenses & distributions
- Benefits paid
- $312,760
- Administrative expenses
- $67,539
- Total expenses
- $380,299
- Net increase / (decrease)
- $4,364,825
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr | NONE | $32,580 | not reported in the loaded dataset | 2023 |
| Kerber, Eck & Braeckel, Llp | NONE | $15,350 | not reported in the loaded dataset | 2023 |
| Healthscope Benefits | NONE | $9,600 | not reported in the loaded dataset | 2023 |
| Cavanagh Ohara | NONE | $6,892 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 137-353 Annuity Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Springfield, IL
- Umr — Schedule C compensation
- Kerber, Eck & Braeckel, Llp — Schedule C compensation
- Healthscope Benefits — Schedule C compensation
- Cavanagh Ohara — Schedule C compensation