Plumbers Local 55 Defined Contribution Retirement Plan — Form 5500 plan (Board Of Trustees Of Plumbers Local 55 Defined Contribution Retirement)
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 55 Defined Contribution Retirement Plan is a benefit plan reported by Board Of Trustees Of Plumbers Local 55 Defined Contribution Retirement under EIN 20-4805291 and plan number 001. The latest loaded filing year is 2023. The filing reports 910 participants and $32,836,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Plumbers Local 55 Defined Contribution Retirement
- EIN
- 20-4805291
- Plan number
- 001
- Plan type
- 1
- Location
- Brooklyn Heights, OH
- Latest filing year
- 2023
- Participants
- 910
- End-of-year plan assets
- $32,836,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 910 | H, C | 20241016185423NAL0051819792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,836,178
- Total liabilities (EOY)
- $62,489
- Net assets (EOY)
- $32,773,689
- Net assets (BOY)
- $24,579,142
Income & contributions
- Employer contributions
- $4,668,000
- Participant contributions
- $316,303
- Total contributions
- $5,031,320
- Total income / additions
- $9,577,295
Expenses & distributions
- Benefits paid
- $1,133,095
- Administrative expenses
- $249,653
- Total expenses
- $1,382,748
- Net increase / (decrease)
- $8,194,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | not reported in the loaded dataset | $54,699 | not reported in the loaded dataset | 2023 |
| Cds Administrators, Inc. | not reported in the loaded dataset | $35,260 | not reported in the loaded dataset | 2023 |
| Ciuni And Panichi | not reported in the loaded dataset | $20,560 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, LLC | not reported in the loaded dataset | $14,243 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Plumbers Local 55 Defined Contribution Retirement
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Brooklyn Heights, OH
- Ubs Financial Services Inc. — Schedule C compensation
- Cds Administrators, Inc. — Schedule C compensation
- Ciuni And Panichi — Schedule C compensation
- Faulkner, Hoffman & Phillips, LLC — Schedule C compensation