Plumbers Union Local No. 55 Pension Plan — Form 5500 plan (Joint Board Of Trustees Plumbers Union Local 55 Pension Plan)
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 Union Local No. 55 Pension Plan is a benefit plan reported by Joint Board Of Trustees Plumbers Union Local 55 Pension Plan under EIN 34-6514703 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,333 participants and $102,340,781 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Plumbers Union Local 55 Pension Plan
- EIN
- 34-6514703
- Plan number
- 001
- Plan type
- 1
- Location
- Brooklyn Heights, OH
- Latest filing year
- 2023
- Participants
- 1,333
- End-of-year plan assets
- $102,340,781
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,333 | H, C | 20250218185718NAL0003403617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,340,781
- Total liabilities (EOY)
- $67,990
- Net assets (EOY)
- $102,272,791
- Net assets (BOY)
- $99,187,888
Income & contributions
- Employer contributions
- $5,923,793
- Total contributions
- $5,923,793
- Total income / additions
- $12,774,149
Expenses & distributions
- Benefits paid
- $8,892,807
- Administrative expenses
- $796,439
- Total expenses
- $9,689,246
- Net increase / (decrease)
- $3,084,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Trust Company | not reported in the loaded dataset | $135,491 | not reported in the loaded dataset | 2023 |
| Cds Administrators | not reported in the loaded dataset | $111,454 | not reported in the loaded dataset | 2023 |
| Edgewood Management Co. | not reported in the loaded dataset | $108,060 | not reported in the loaded dataset | 2023 |
| Segal Company | not reported in the loaded dataset | $101,099 | not reported in the loaded dataset | 2023 |
| Pnc Bank, Na | not reported in the loaded dataset | $100,321 | $0 | 2023 |
| Andco | not reported in the loaded dataset | $53,000 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, LLC | not reported in the loaded dataset | $32,099 | not reported in the loaded dataset | 2023 |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $27,665 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Plumbers Union Local 55 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Brooklyn Heights, OH
- Wellington Trust Company — Schedule C compensation
- Cds Administrators — Schedule C compensation
- Edgewood Management Co. — Schedule C compensation
- Segal Company — Schedule C compensation
- Pnc Bank, Na — Schedule C compensation
- Andco — Schedule C compensation
- Faulkner, Hoffman & Phillips, LLC — Schedule C compensation
- Ciuni & Panichi, Inc. — Schedule C compensation