Pension Plan For Plumbers And Pipefitters Local Union No. 776 (Lima, Ohio) — Form 5500 plan (Board Of Trustees Pension Plan For Plumbers And Pipefitters Local 776)
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, Pension Plan For Plumbers And Pipefitters Local Union No. 776 (Lima, Ohio) is a benefit plan reported by Board Of Trustees Pension Plan For Plumbers And Pipefitters Local 776 under EIN 34-6682531 and plan number 001. The latest loaded filing year is 2023. The filing reports 526 participants and $57,053,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Pension Plan For Plumbers And Pipefitters Local 776
- EIN
- 34-6682531
- Plan number
- 001
- Plan type
- 1
- Location
- Holland, OH
- Latest filing year
- 2023
- Participants
- 526
- End-of-year plan assets
- $57,053,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 526 | H, C | 20250403103615NAL0011399313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,053,080
- Total liabilities (EOY)
- $56,106
- Net assets (EOY)
- $56,996,974
- Net assets (BOY)
- $52,355,358
Income & contributions
- Employer contributions
- $2,376,703
- Total contributions
- $2,376,703
- Total income / additions
- $8,092,425
Expenses & distributions
- Benefits paid
- $3,180,010
- Administrative expenses
- $270,799
- Total expenses
- $3,450,809
- Net increase / (decrease)
- $4,641,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Ohio Administrators | NONE | $66,314 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE | $35,294 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Shumaker, Loops And Kendrick | NONE | $20,664 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $12,109 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Pension Plan For Plumbers And Pipefitters Local 776
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Holland, OH
- Northwestern Ohio Administrators — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Shumaker, Loops And Kendrick — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation