Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Supplemental Unemployment Benefit Fund — 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 Supplemental Unemployment Benefit Fund is a benefit plan reported by Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 under EIN 31-0727369 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,788 participants and $8,143,886 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
- 31-0727369
- Plan number
- 501
- Plan type
- 1
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 1,788
- End-of-year plan assets
- $8,143,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,788 | H, C | 20241218081507NAL0002214275002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,143,886
- Total liabilities (EOY)
- $36,912
- Net assets (EOY)
- $8,106,974
- Net assets (BOY)
- $8,231,290
Income & contributions
- Employer contributions
- $1,314,241
- Total contributions
- $1,314,241
- Total income / additions
- $2,162,499
Expenses & distributions
- Benefits paid
- $2,005,052
- Administrative expenses
- $281,763
- Total expenses
- $2,286,815
- Net increase / (decrease)
- -$124,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plumbers, Pipe Fitters And Mechanic | AFFILIATE-SHARE OF EXPENS | $107,846 | not reported in the loaded dataset | 2023 |
| Strategic Capital Inv Advisor | NONE | $34,994 | not reported in the loaded dataset | 2023 |
| Kelley Galloway Smith Goolsby, Psc | NONE | $23,500 | not reported in the loaded dataset | 2023 |
| Bridgeway | NONE | $17,257 | not reported in the loaded dataset | 2023 |
| Johnson & Krol | NONE | $16,824 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $14,789 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $11,735 | $2,246 | 2023 |
| Pnc Bank, National Association | NONE | $1,748 | $0 | 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
- Strategic Capital Inv Advisor — Schedule C compensation
- Kelley Galloway Smith Goolsby, Psc — Schedule C compensation
- Bridgeway — Schedule C compensation
- Johnson & Krol — Schedule C compensation
- National Investment Services — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation