2023 Form 5500 filing — Northwestern Ohio Plumbers And Pipefitters Retirement And Trust
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 20240916160014NAL0000725843003) for Northwestern Ohio Plumbers And Pipefitters Retirement And Trust, reported by Board Of Trustees Northwestern Ohio Plumbers And Pipefitters under EIN 34-6668665 and plan number 002. It reports 4,560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916160014NAL0000725843003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Northwestern Ohio Plumbers And Pipefitters
- EIN
- 34-6668665
- Plan number
- 002
- Location
- Northwood, OH
- Participants
- 4,560
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $342,546,624
- Total liabilities (EOY)
- $248,465
- Net assets (EOY)
- $342,298,159
- Employer contributions
- $13,345,595
- Total income / additions
- $64,699,060
- Benefits paid
- $16,977,266
- Administrative expenses
- $383,425
- Total expenses
- $17,360,691
- Net increase / (decrease)
- $47,338,369
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Novara Tesija Catenacci Mcdonald | NONE | $54,674 | not reported in the loaded dataset |
| Fidelity Investment Instituional Op | NONE | $50,337 | $0 |
| Marquette Associates Inc. | NONE | $50,000 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $42,070 | not reported in the loaded dataset |
| Titus & Urbanski, Inc. | AUDITOR | $21,000 | not reported in the loaded dataset |
| Macqueen And Associates LLC | NONE | $10,104 | $649 |