2023 Form 5500 filing — Defined Benefit Pension Plan Of The Plumbers & Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin
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 20241015195140NAL0049600448001) for Defined Benefit Pension Plan Of The Plumbers & Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin, reported by Board Of Trustees under EIN 39-0542913 and plan number 001. It reports 2,111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195140NAL0049600448001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees
- EIN
- 39-0542913
- Plan number
- 001
- Location
- Kaukauna, WI
- Participants
- 2,111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $243,958,845
- Total liabilities (EOY)
- $178,192
- Net assets (EOY)
- $243,780,653
- Employer contributions
- $14,535,085
- Total income / additions
- $39,567,834
- Benefits paid
- $9,085,797
- Administrative expenses
- $1,576,192
- Total expenses
- $10,661,989
- Net increase / (decrease)
- $28,905,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crescent Capital Investment Trust | NONE | $346,296 | not reported in the loaded dataset |
| Milliman Inc. | NONE | $190,785 | not reported in the loaded dataset |
| Associated Trust Company, N.A. | NONE | $162,029 | not reported in the loaded dataset |
| Ifm Investors | NONE | $157,386 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $92,488 | not reported in the loaded dataset |
| Corbin Capital Partners, L.P | NONE | $89,235 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, N.A. | NONE | $82,776 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $68,800 | not reported in the loaded dataset |
| Marquette Associates | NONE | $60,000 | not reported in the loaded dataset |
| Benefit Plan Administration | NONE | $58,749 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $43,745 | not reported in the loaded dataset |
| Sikich Llp | NONE | $26,825 | not reported in the loaded dataset |
| Hatteras Investment Partners Lp | NONE | $25,365 | $0 |
| Fiduciary Management Inc | NONE | $22,646 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $11,961 | not reported in the loaded dataset |