Plumbers And Steamfitters Local No 42 Retirement Plan — Form 5500 plan (Board Of Trustees Of The Plumbers & Steamfitters Loc 42 Retirement Pln)
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 Retirement Plan is a benefit plan reported by Board Of Trustees Of The Plumbers & Steamfitters Loc 42 Retirement Pln under EIN 34-1824808 and plan number 002. The latest loaded filing year is 2023. The filing reports 433 participants and $23,916,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Plumbers & Steamfitters Loc 42 Retirement Pln
- EIN
- 34-1824808
- Plan number
- 002
- Plan type
- 1
- Location
- Norwalk, OH
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $23,916,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20241220104604NAL0006067041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,916,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,916,941
- Net assets (BOY)
- $22,274,101
Income & contributions
- Employer contributions
- $1,373,790
- Total contributions
- $1,374,244
- Total income / additions
- $4,525,766
Expenses & distributions
- Benefits paid
- $2,754,199
- Administrative expenses
- $128,727
- Total expenses
- $2,882,926
- Net increase / (decrease)
- $1,642,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $93,578 | $0 | 2023 |
| Cliftonlarsonallen | ACCOUNTANT | $14,280 | not reported in the loaded dataset | 2023 |
| Local 42 Pension Plan | PLAN ADMINISTRATOR | $12,352 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Plumbers & Steamfitters Loc 42 Retirement Pln
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Norwalk, OH
- Principal Life Insurance Company — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation
- Local 42 Pension Plan — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation