Plumbers And Pipefitters Local Union No. 396 Security Plan — Form 5500 plan (Plumbers & Pipefitters Local 396 Security Plan Board Of Trustees)
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 Pipefitters Local Union No. 396 Security Plan is a benefit plan reported by Plumbers & Pipefitters Local 396 Security Plan Board Of Trustees under EIN 34-6638626 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,400 participants and $30,052,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Pipefitters Local 396 Security Plan Board Of Trustees
- EIN
- 34-6638626
- Plan number
- 001
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 2,400
- End-of-year plan assets
- $30,052,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,400 | H, C | 20250108103006NAL0011008977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,052,612
- Total liabilities (EOY)
- $62,835
- Net assets (EOY)
- $29,989,777
- Net assets (BOY)
- $26,042,966
Income & contributions
- Employer contributions
- $2,886,280
- Total contributions
- $2,886,280
- Total income / additions
- $7,159,103
Expenses & distributions
- Benefits paid
- $2,966,729
- Administrative expenses
- $245,563
- Total expenses
- $3,212,292
- Net increase / (decrease)
- $3,946,811
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | INVESTMENT CUSTODIAN | $64,182 | $0 | 2023 |
| Morgan Stanley | INVESTMENT CONSULTANT | $45,000 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $37,529 | not reported in the loaded dataset | 2023 |
| Plumbers Local 396 Combined Funds | COLLECTION FUND | $11,272 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S Inc | AUDITOR | $8,900 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips | ATTORNEY | $6,168 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Pipefitters Local 396 Security Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- John Hancock Retirement Plan Servic — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Plumbers Local 396 Combined Funds — Schedule C compensation
- Yurchyk & Davis Cpa'S Inc — Schedule C compensation
- Faulkner, Hoffman & Phillips — Schedule C compensation