Steamfitters Education Local Union 475 — Form 5500 plan (Board Of Trustees Steamfitters Education Local Union 475)
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, Steamfitters Education Local Union 475 is a benefit plan reported by Board Of Trustees Steamfitters Education Local Union 475 under EIN 22-6033161 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,441 participants and $2,137,743 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Steamfitters Education Local Union 475
- EIN
- 22-6033161
- Plan number
- 502
- Plan type
- 1
- Location
- Warren, NJ
- Latest filing year
- 2023
- Participants
- 1,441
- End-of-year plan assets
- $2,137,743
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,441 | H, C | 20241014133634NAL0027411153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,137,743
- Total liabilities (EOY)
- $36,888
- Net assets (EOY)
- $2,100,855
- Net assets (BOY)
- $2,247,603
Income & contributions
- Employer contributions
- $943,617
- Total contributions
- $943,617
- Total income / additions
- $1,040,714
Expenses & distributions
- Administrative expenses
- $1,187,462
- Total expenses
- $1,187,462
- Net increase / (decrease)
- -$146,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Training Coordinator | EMPLOYEE | $152,596 | not reported in the loaded dataset | 2023 |
| Instructor - A | EMPLOYEE | $140,373 | not reported in the loaded dataset | 2023 |
| Instructor - E | EMPLOYEE | $26,449 | not reported in the loaded dataset | 2023 |
| Mspc Cpa'S & Advisors, P.C. | NONE | $19,268 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Steamfitters Education Local Union 475
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Warren, NJ
- Training Coordinator — Schedule C compensation
- Instructor - A — Schedule C compensation
- Instructor - E — Schedule C compensation
- Mspc Cpa'S & Advisors, P.C. — Schedule C compensation