2023 Form 5500 filing — Plumbers Local Union No. 16 Defined Contribution 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 20250114092947NAL0019674705001) for Plumbers Local Union No. 16 Defined Contribution Plan, reported by Board Of Trustees Plumbers Local Union No. 16 Defined Contribution Pla under EIN 47-0822012 and plan number 002. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114092947NAL0019674705001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers Local Union No. 16 Defined Contribution Pla
- EIN
- 47-0822012
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,469,264
- Total liabilities (EOY)
- $21,305
- Net assets (EOY)
- $37,447,959
- Participant contributions
- $1,289,151
- Total income / additions
- $9,067,214
- Benefits paid
- $1,124,030
- Administrative expenses
- $138,143
- Total expenses
- $1,262,173
- Net increase / (decrease)
- $7,805,041
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,902 | $0 |
| Cbiz Financial Services | INVESTMENT ADVISORY | $31,546 | $216 |
| Lutz | ACCOUNTANT | $23,750 | not reported in the loaded dataset |
| Marquette Associates | INVESTMENT ADVISORY | $12,092 | $9,394 |
| Kutak Rock Llp, | LEGAL | $16,889 | not reported in the loaded dataset |
| Mertz Insurance Group | INS AGENTS & BROKERS | $7,259 | not reported in the loaded dataset |
| Plumbers Local 16 | CONTRACT ADMINISTRATOR | $6,000 | not reported in the loaded dataset |