Plumbers & Pipefitters U.A. Local 85 Retirement And 401k Fund — Form 5500 plan (Joint Board Of Trustees Plumbers & Pipefitters Local 85 Retirement)
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 & Pipefitters U.A. Local 85 Retirement And 401k Fund is a benefit plan reported by Joint Board Of Trustees Plumbers & Pipefitters Local 85 Retirement under EIN 32-0478132 and plan number 005. The latest loaded filing year is 2023. The filing reports 517 participants and $8,877,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Plumbers & Pipefitters Local 85 Retirement
- EIN
- 32-0478132
- Plan number
- 005
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 517
- End-of-year plan assets
- $8,877,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 517 | H, C | 20241010130007NAL0011482403002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,877,536
- Total liabilities (EOY)
- $18,125
- Net assets (EOY)
- $8,859,411
- Net assets (BOY)
- $6,610,352
Income & contributions
- Employer contributions
- $1,596,751
- Total contributions
- $1,596,751
- Total income / additions
- $2,792,378
Expenses & distributions
- Benefits paid
- $352,073
- Administrative expenses
- $191,246
- Total expenses
- $543,319
- Net increase / (decrease)
- $2,249,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Trust Company, LLC | NONE | $38,497 | not reported in the loaded dataset | 2023 |
| Novara, Tesija & Catenacci, Pllc | NONE | $31,779 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $9,600 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $6,714 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $5,457 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Plumbers & Pipefitters Local 85 Retirement
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Empower Trust Company, LLC — Schedule C compensation
- Novara, Tesija & Catenacci, Pllc — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation