2023 Form 5500 filing — United Association Union Local No. 290 Plumber, Steamfitter And Shipfitter Industry 401(K) 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 20241015192220NAL0030747841001) for United Association Union Local No. 290 Plumber, Steamfitter And Shipfitter Industry 401(K) Plan, reported by Board Of Trustees, U.A. Union Local No. 290 Plumber, under EIN 93-1143757 and plan number 002. It reports 2,888 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192220NAL0030747841001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, U.A. Union Local No. 290 Plumber,
- EIN
- 93-1143757
- Plan number
- 002
- Location
- Tualatin, OR
- Participants
- 2,888
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $201,509,481
- Total liabilities (EOY)
- $15,521
- Net assets (EOY)
- $201,493,960
- Participant contributions
- $15,103,662
- Total income / additions
- $44,679,492
- Benefits paid
- $8,914,688
- Administrative expenses
- $238,006
- Total expenses
- $9,152,694
- Net increase / (decrease)
- $35,526,798
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $57,628 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $43,000 | not reported in the loaded dataset |
| John Hancock Retirement Plan Serv. | NONE | $22,087 | $0 |
| Miller Kaplan Arase Llp | NONE | $19,350 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $15,600 | not reported in the loaded dataset |
| Us Bank | NONE | $6,370 | not reported in the loaded dataset |