2023 Form 5500 filing — Plumbers Local 68 Pension Plan Of Defined Contribution Benefits
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 20250411195613NAL0026828913001) for Plumbers Local 68 Pension Plan Of Defined Contribution Benefits, reported by Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits under EIN 90-1259351 and plan number 001. It reports 2,846 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411195613NAL0026828913001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits
- EIN
- 90-1259351
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 2,846
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,303,333
- Total liabilities (EOY)
- $195,855
- Net assets (EOY)
- $60,107,478
- Employer contributions
- $1,893,151
- Participant contributions
- $128,049
- Total income / additions
- $7,827,987
- Benefits paid
- $2,427,894
- Administrative expenses
- $1,646,772
- Total expenses
- $4,074,666
- Net increase / (decrease)
- $3,753,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | not reported in the loaded dataset | $293,062 | not reported in the loaded dataset |
| Issi | not reported in the loaded dataset | $237,957 | not reported in the loaded dataset |
| David Bowman | not reported in the loaded dataset | $125,997 | not reported in the loaded dataset |
| Harper & Pearson Company Pc | not reported in the loaded dataset | $106,943 | $0 |
| Denice Meidinger | not reported in the loaded dataset | $71,642 | not reported in the loaded dataset |
| Wendy Clements | not reported in the loaded dataset | $69,351 | not reported in the loaded dataset |
| Tinia Simmons | not reported in the loaded dataset | $69,339 | not reported in the loaded dataset |
| Samantha Adkinson | not reported in the loaded dataset | $64,929 | not reported in the loaded dataset |
| Patrick Flynn | not reported in the loaded dataset | $45,738 | not reported in the loaded dataset |
| Hapjac | not reported in the loaded dataset | $36,000 | not reported in the loaded dataset |
| Dena Walters | not reported in the loaded dataset | $20,775 | not reported in the loaded dataset |
| Segal | not reported in the loaded dataset | $11,955 | not reported in the loaded dataset |