Board Of Trustees Plumbers Local 27 Retirement Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Board Of Trustees Plumbers Local 27 Retirement Fund (EIN 25-6110016) is a plan sponsor located in Harmony, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
25-6110016
Location
Harmony, PA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$124,029,153
Total reported liabilities (EOY)
$307,904
Total reported net assets (EOY)
$123,721,249

Contributions & income

Employer contributions
$3,411,572
Participant contributions
$58,767
Total income / additions
$20,934,311

Expenses & distributions

Benefits paid / distributions
$9,134,460
Total expenses
$9,400,198
Net increase / (decrease)
$11,534,113

Coverage

Total reported participants
930
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Board Of Trustees Plumbers Local 27 Retirement Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Plumbers Retirement Fund001930$124,029,1532023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Plumbers Local 27 Retirement Fund
YearPlanParticipantsSchedulesFiling
2023Plumbers Retirement Fund930H, C20241011084507NAL0012298131004

Related Form 5500 pages