Steamfitters Local 449 Retirement Security Fund — Form 5500 plan (Board Of Trustees, Steamfitters Local #449 Retirement Security Fund)
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 Local 449 Retirement Security Fund is a benefit plan reported by Board Of Trustees, Steamfitters Local #449 Retirement Security Fund under EIN 25-6135334 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,778 participants and $369,557,339 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Steamfitters Local #449 Retirement Security Fund
- EIN
- 25-6135334
- Plan number
- 001
- Plan type
- 1
- Location
- Harmony, PA
- Latest filing year
- 2023
- Participants
- 4,778
- End-of-year plan assets
- $369,557,339
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,778 | H, C | 20241015144637NAL0016661523002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $369,557,339
- Total liabilities (EOY)
- $47,276
- Net assets (EOY)
- $369,510,063
- Net assets (BOY)
- $333,425,354
Income & contributions
- Employer contributions
- $13,497,384
- Participant contributions
- $1,008,144
- Total contributions
- $14,505,528
- Total income / additions
- $62,536,303
Expenses & distributions
- Benefits paid
- $26,021,129
- Administrative expenses
- $430,465
- Total expenses
- $26,451,594
- Net increase / (decrease)
- $36,084,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group | NONE | $438,756 | not reported in the loaded dataset | 2023 |
| Cds Administrators | NONE | $143,023 | not reported in the loaded dataset | 2023 |
| Henry Rossi & Co., Llp | NONE | $32,190 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $17,036 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Steamfitters Local #449 Retirement Security Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harmony, PA
- Newport Group — Schedule C compensation
- Cds Administrators — Schedule C compensation
- Henry Rossi & Co., Llp — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation