Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan — Form 5500 plan (Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392)
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 Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan is a benefit plan reported by Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 under EIN 31-0655223 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,467 participants and $352,840,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392
- EIN
- 31-0655223
- Plan number
- 001
- Plan type
- 1
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 3,467
- End-of-year plan assets
- $352,840,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,467 | H, C | 20241223133009NAL0009366657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $352,840,281
- Total liabilities (EOY)
- $249,661
- Net assets (EOY)
- $352,590,620
- Net assets (BOY)
- $314,331,946
Income & contributions
- Employer contributions
- $30,588,012
- Total contributions
- $30,588,012
- Total income / additions
- $76,735,142
Expenses & distributions
- Benefits paid
- $37,139,313
- Administrative expenses
- $1,337,155
- Total expenses
- $38,476,468
- Net increase / (decrease)
- $38,258,674
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plumbers, Pipe Fitters And Mechanic | NONE | $156,805 | not reported in the loaded dataset | 2023 |
| Clarion Lion Industrial Trust | NONE | $117,160 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $116,682 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc. | NONE | $107,649 | not reported in the loaded dataset | 2023 |
| Clarion Lion Properties Fund, Lp | NONE | $80,939 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $74,632 | not reported in the loaded dataset | 2023 |
| Stockbridge Niche Logistics Fund Lp | NONE | $71,202 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $65,730 | $0 | 2023 |
| Stockbridge Smart Markets Fund, Lp | NONE | $60,289 | not reported in the loaded dataset | 2023 |
| Principal Enhanced Property Fund | NONE | $56,421 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $56,282 | $0 | 2023 |
| Cuni, Rust & Strenk, Inc. | NONE | $54,367 | not reported in the loaded dataset | 2023 |
| Kelley Galloway Smith Goolsby, Psc | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $28,706 | not reported in the loaded dataset | 2023 |
| Ares Real Estate Secured Income Fun | NONE | $27,377 | not reported in the loaded dataset | 2023 |
| Great Gray Trust Company, LLC | NONE | $24,089 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $23,090 | not reported in the loaded dataset | 2023 |
| Pnc Bank, National Association | NONE | $14,116 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $7,139 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Plumbers, Pipe Fitters And Mechanic — Schedule C compensation
- Clarion Lion Industrial Trust — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- Clarion Lion Properties Fund, Lp — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Stockbridge Niche Logistics Fund Lp — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Stockbridge Smart Markets Fund, Lp — Schedule C compensation
- Principal Enhanced Property Fund — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Cuni, Rust & Strenk, Inc. — Schedule C compensation
- Kelley Galloway Smith Goolsby, Psc — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Ares Real Estate Secured Income Fun — Schedule C compensation
- Great Gray Trust Company, LLC — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation