2023 Form 5500 filing — Plumbers And Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin Profit Sharing/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 20241107123034NAL0011371569001) for Plumbers And Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin Profit Sharing/401(K) Plan, reported by Board Of Trustees under EIN 39-1511099 and plan number 001. It reports 2,232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107123034NAL0011371569001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees
- EIN
- 39-1511099
- Plan number
- 001
- Location
- Kaukauna, WI
- Participants
- 2,232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $428,804,991
- Total liabilities (EOY)
- $156,788
- Net assets (EOY)
- $428,648,203
- Employer contributions
- $17,168,999
- Participant contributions
- $5,105,056
- Total income / additions
- $74,413,027
- Benefits paid
- $18,657,569
- Administrative expenses
- $1,248,294
- Total expenses
- $19,905,863
- Net increase / (decrease)
- $54,507,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Investment Mgmt, Inc. | NONE | $254,485 | not reported in the loaded dataset |
| Ifm Investors | NONE | $236,080 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $149,973 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $145,304 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $119,403 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $98,062 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $65,182 | not reported in the loaded dataset |
| Marquette Associates | NONE | $65,000 | not reported in the loaded dataset |
| Benefit Plan Administration | NONE | $62,226 | not reported in the loaded dataset |
| Crescent Capital Group, L.P. | NONE | $52,424 | not reported in the loaded dataset |
| Sikich Llp | NONE | $37,415 | not reported in the loaded dataset |