Plumber & Pipefitters Local 693 Defined Benefit Pension Plan — Form 5500 plan (Trustees-Plumbers & Pipefitters Local 693 Benefit Pension Plan)
Plain-English plan 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, Plumber & Pipefitters Local 693 Defined Benefit Pension Plan is a benefit plan reported by Trustees-Plumbers & Pipefitters Local 693 Benefit Pension Plan under EIN 03-6021153 and plan number 001. The latest loaded filing year is 2023. The filing reports 436 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees-Plumbers & Pipefitters Local 693 Benefit Pension Plan
- EIN
- 03-6021153
- Plan number
- 001
- Plan type
- 1
- Location
- South Burlington, VT
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H, C | 20241014140705NAL0052600546001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Net assets (BOY)
- $31,357,269
Income & contributions
- Employer contributions
- $863,643
- Total contributions
- $863,643
- Total income / additions
- $2,404,565
Expenses & distributions
- Benefits paid
- $1,940,279
- Administrative expenses
- $13,645,515
- Total expenses
- $15,585,794
- Net increase / (decrease)
- -$13,181,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 693 Business Office | RELATED ORG | $59,804 | not reported in the loaded dataset | 2023 |
| Investment Performance Services,LLC | NONE | $40,500 | not reported in the loaded dataset | 2023 |
| Great Lake Advisors | NONE | $19,046 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $18,700 | not reported in the loaded dataset | 2023 |
| Johnston Global Advisors | NONE | $12,721 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Ibew Local 300 Health & Welfare Fd | NONE | $10,675 | not reported in the loaded dataset | 2023 |
| Krakow & Souris, LLC | NONE | $10,430 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees-Plumbers & Pipefitters Local 693 Benefit Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in South Burlington, VT
- Local 693 Business Office — Schedule C compensation
- Investment Performance Services,LLC — Schedule C compensation
- Great Lake Advisors — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Johnston Global Advisors — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Ibew Local 300 Health & Welfare Fd — Schedule C compensation
- Krakow & Souris, LLC — Schedule C compensation