Plumbers And Steamfitters Local No. 42 Pension Plan — Form 5500 plan (Board Of Trustees Of Plumbers And Steamfitters Local No. 42 Pension)
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 Steamfitters Local No. 42 Pension Plan is a benefit plan reported by Board Of Trustees Of Plumbers And Steamfitters Local No. 42 Pension under EIN 23-7404110 and plan number 001. The latest loaded filing year is 2023. The filing reports 591 participants and $66,919,051 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Plumbers And Steamfitters Local No. 42 Pension
- EIN
- 23-7404110
- Plan number
- 001
- Plan type
- 1
- Location
- Norwalk, OH
- Latest filing year
- 2023
- Participants
- 591
- End-of-year plan assets
- $66,919,051
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 591 | H, C | 20250122135423NAL0007739760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,919,051
- Total liabilities (EOY)
- $67,249
- Net assets (EOY)
- $66,851,802
- Net assets (BOY)
- $61,950,108
Income & contributions
- Employer contributions
- $2,526,140
- Total contributions
- $2,526,140
- Total income / additions
- $10,336,039
Expenses & distributions
- Benefits paid
- $5,109,865
- Administrative expenses
- $324,480
- Total expenses
- $5,434,345
- Net increase / (decrease)
- $4,901,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Actuarial Services, LLC | NONE | $68,154 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $55,745 | $0 | 2023 |
| Segal Marco Advisors | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Denise Mann | NONE | $46,591 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management,LLC | NONE | $43,533 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $18,816 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick, Llp | NONE | $15,925 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Plumbers And Steamfitters Local No. 42 Pension
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Norwalk, OH
- Horizon Actuarial Services, LLC — Schedule C compensation
- Blackrock — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Denise Mann — Schedule C compensation
- Boyd Watterson Asset Management,LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation