2023 Form 5500 filing — Pension And Retirement Plan Of Plumbers And Pipefitters Union Local 525
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 20250415190427NAL0006598560002) for Pension And Retirement Plan Of Plumbers And Pipefitters Union Local 525, reported by Joint Gov. Comm. Plumbers And Pipefitters Local Union No. 525 under EIN 88-6003864 and plan number 001. It reports 3,603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415190427NAL0006598560002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Gov. Comm. Plumbers And Pipefitters Local Union No. 525
- EIN
- 88-6003864
- Plan number
- 001
- Location
- Las Vegas, NV
- Participants
- 3,603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $413,242,344
- Total liabilities (EOY)
- $492,246
- Net assets (EOY)
- $412,750,098
- Employer contributions
- $26,956,291
- Total income / additions
- $61,310,205
- Benefits paid
- $25,046,005
- Administrative expenses
- $2,742,580
- Total expenses
- $27,788,585
- Net increase / (decrease)
- $33,521,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Realty Advisors, LLC | NONE | $456,338 | not reported in the loaded dataset |
| Rubinbrown Llp | NONE | $371,910 | not reported in the loaded dataset |
| Brownstein Hyatt Farber Schreck Llp | NONE | $332,598 | not reported in the loaded dataset |
| Benesys Administrators | NONE | $241,220 | not reported in the loaded dataset |
| Nis Of America, LLC | NONE | $195,143 | not reported in the loaded dataset |
| Baron Capital Management, Inc. | NONE | $180,427 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $92,595 | not reported in the loaded dataset |
| New England Pension Consultants | NONE | $75,000 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $63,091 | not reported in the loaded dataset |
| Midwest Institutional Trust Service | NONE | $39,187 | $0 |
| Bmo Harris Bank | NONE | $28,451 | $0 |
| Smart Source | NONE | $12,973 | not reported in the loaded dataset |
| Iron Mountain Incorporated | NONE | $12,235 | not reported in the loaded dataset |
| Ua Local 525 | AFFILIATED UNION LOCAL | $8,178 | not reported in the loaded dataset |