Plumbers And Pipefitters Local Union 172 Voluntary 401k Plan — Form 5500 plan (Board Of Trustees Of Plumbers And Pipefitters Local Union 172)

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 172 Voluntary 401k Plan is a benefit plan reported by Board Of Trustees Of Plumbers And Pipefitters Local Union 172 under EIN 35-1971399 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $13,430,799 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Plumbers And Pipefitters Local Union 172
EIN
35-1971399
Plan number
001
Plan type
1
Location
Oak Brook, IL
Latest filing year
2023
Participants
378
End-of-year plan assets
$13,430,799

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023378H, C20241205155544NAL0003148899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,430,799
Total liabilities (EOY)
$14,619
Net assets (EOY)
$13,416,180
Net assets (BOY)
$11,608,015

Income & contributions

Employer contributions
$169,427
Participant contributions
$450,303
Total contributions
$619,730
Total income / additions
$2,790,976

Expenses & distributions

Benefits paid
$875,645
Administrative expenses
$107,166
Total expenses
$982,811
Net increase / (decrease)
$1,808,165

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CaptrustNONE$30,000not reported in the loaded dataset2023
BpasNONE$27,296not reported in the loaded dataset2023
Legacy Professionals LlpNONE$20,254not reported in the loaded dataset2023
TicNONE$9,811not reported in the loaded dataset2023
Johnson And Krol LLCNONE$6,254not reported in the loaded dataset2023
Hunt Insurance GroupNONE$5,214not reported in the loaded dataset2023

Related Form 5500 pages