2023 Form 5500 filing — U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Educational Reimb. Scholarship And Vacation Plan
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 20241015165622NAL0015120963001) for U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Educational Reimb. Scholarship And Vacation Plan, reported by Board Of Trustees, U.A. Union Lo No 290 Plumber, under EIN 93-1255764 and plan number 501. It reports 3,678 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165622NAL0015120963001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, U.A. Union Lo No 290 Plumber,
- EIN
- 93-1255764
- Plan number
- 501
- Location
- Tualatin, OR
- Participants
- 3,678
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,284,058
- Total liabilities (EOY)
- $1,367,780
- Net assets (EOY)
- $13,916,278
- Employer contributions
- $17,669,854
- Total income / additions
- $18,864,370
- Benefits paid
- $16,572,512
- Administrative expenses
- $168,249
- Total expenses
- $16,740,761
- Net increase / (decrease)
- $2,123,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $71,939 | not reported in the loaded dataset |
| Tori A Geter | NONE | $28,579 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $17,400 | not reported in the loaded dataset |
| Us Bank | NONE | $13,148 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $7,000 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $6,963 | not reported in the loaded dataset |
| Withum Smith + Brown Pc | NONE | $5,256 | not reported in the loaded dataset |