Plumbers And Pipefitters Local 520 Pension Plan — Form 5500 plan (Plumbers And Pipefitters Local 520 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, Plumbers And Pipefitters Local 520 Pension Plan is a benefit plan reported by Plumbers And Pipefitters Local 520 Pension Plan under EIN 23-6489357 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,082 participants and $277,105,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Pipefitters Local 520 Pension Plan
- EIN
- 23-6489357
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 2,082
- End-of-year plan assets
- $277,105,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,082 | H, C | 20250215094446NAL0051360322001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $277,105,197
- Total liabilities (EOY)
- $72,181
- Net assets (EOY)
- $277,033,016
- Net assets (BOY)
- $252,243,721
Income & contributions
- Employer contributions
- $16,622,312
- Total contributions
- $16,622,312
- Total income / additions
- $44,236,040
Expenses & distributions
- Benefits paid
- $18,817,166
- Administrative expenses
- $629,579
- Total expenses
- $19,446,745
- Net increase / (decrease)
- $24,789,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pfm Advisors | NONE | $246,126 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $133,157 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $49,850 | not reported in the loaded dataset | 2023 |
| Odonoghue & Odonoghue Llp | NONE | $23,847 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, Pc | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $18,485 | $0 | 2023 |
| Kang Haggerty | NONE | $7,185 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Pipefitters Local 520 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Pfm Advisors — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Odonoghue & Odonoghue Llp — Schedule C compensation
- Fischer Dorwart, Pc — Schedule C compensation
- Us Bank — Schedule C compensation
- Kang Haggerty — Schedule C compensation