Plumbers Local Union No. 1 Employee 401(K) Savings Plan — Form 5500 plan (Plumbers Local Union No. 1 Employee 401(K) Savings 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, Plumbers Local Union No. 1 Employee 401(K) Savings Plan is a benefit plan reported by Plumbers Local Union No. 1 Employee 401(K) Savings Plan under EIN 13-3877439 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,046 participants and $873,121,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local Union No. 1 Employee 401(K) Savings Plan
- EIN
- 13-3877439
- Plan number
- 003
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 5,046
- End-of-year plan assets
- $873,121,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,046 | H, C | 20240821120417NAL0002368291003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $873,121,458
- Total liabilities (EOY)
- $320,023
- Net assets (EOY)
- $872,801,435
- Net assets (BOY)
- $743,878,506
Income & contributions
- Employer contributions
- $30,746,625
- Participant contributions
- $21,712,545
- Total contributions
- $52,459,170
- Total income / additions
- $178,776,350
Expenses & distributions
- Benefits paid
- $48,327,845
- Administrative expenses
- $1,525,576
- Total expenses
- $49,853,421
- Net increase / (decrease)
- $128,922,929
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $204,125 | $0 | 2023 |
| Walter Saraceni | EMPLOYEE | $100,405 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $95,971 | not reported in the loaded dataset | 2023 |
| Wendy Salvatierra | EMPLOYEE | $74,051 | not reported in the loaded dataset | 2023 |
| Gloria Materon | EMPLOYEE | $68,756 | not reported in the loaded dataset | 2023 |
| Virginia & Ambinder, Llp | NONE | $63,885 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | NONE | $51,852 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group Inc | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Premier Technology Solutions, Inc. | NONE | $31,531 | not reported in the loaded dataset | 2023 |
| Linda Scarpa | EMPLOYEE | $30,743 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $28,913 | not reported in the loaded dataset | 2023 |
| Maria Frogiero | EMPLOYEE | $28,189 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $27,806 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $26,765 | not reported in the loaded dataset | 2023 |
| Anapa Trista George-Cummings | EMPLOYEE | $26,302 | not reported in the loaded dataset | 2023 |
| Malkia Mclune | EMPLOYEE | $25,996 | not reported in the loaded dataset | 2023 |
| Rosa Bertolini | EMPLOYEE | $25,692 | not reported in the loaded dataset | 2023 |
| Ericka Simpson | EMPLOYEE | $25,434 | not reported in the loaded dataset | 2023 |
| Laurie Killiebrew | EMPLOYEE | $25,198 | not reported in the loaded dataset | 2023 |
| Diana Petraccione | EMPLOYEE | $25,050 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $18,035 | 2023 |
| Kauff, Mcguire & Margolis, Llp | NONE | $17,488 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local Union No. 1 Employee 401(K) Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Prudential Retirement Insurance And — Schedule C compensation
- Walter Saraceni — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Wendy Salvatierra — Schedule C compensation
- Gloria Materon — Schedule C compensation
- Virginia & Ambinder, Llp — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation
- Meketa Investment Group Inc — Schedule C compensation
- Premier Technology Solutions, Inc. — Schedule C compensation
- Linda Scarpa — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Maria Frogiero — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Anapa Trista George-Cummings — Schedule C compensation
- Malkia Mclune — Schedule C compensation
- Rosa Bertolini — Schedule C compensation
- Ericka Simpson — Schedule C compensation
- Laurie Killiebrew — Schedule C compensation
- Diana Petraccione — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Kauff, Mcguire & Margolis, Llp — Schedule C compensation