Plumbing & Heating Wholesalers Retirement Income Plan For The Benefit Of Shopmen'S Division Of Pipe Fitters' Association, Local 597 — Form 5500 plan (Shopmens Division Local 597 Joint 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, Plumbing & Heating Wholesalers Retirement Income Plan For The Benefit Of Shopmen'S Division Of Pipe Fitters' Association, Local 597 is a benefit plan reported by Shopmens Division Local 597 Joint Board Of Trustees under EIN 36-6511016 and plan number 001. The latest loaded filing year is 2023. The filing reports 529 participants and $14,889,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shopmens Division Local 597 Joint Board Of Trustees
- EIN
- 36-6511016
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 529
- End-of-year plan assets
- $14,889,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 529 | H, C | 20241010134659NAL0011522259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,889,179
- Total liabilities (EOY)
- $23,292
- Net assets (EOY)
- $14,865,887
- Net assets (BOY)
- $13,688,699
Income & contributions
- Employer contributions
- $448,561
- Total contributions
- $448,561
- Total income / additions
- $2,338,198
Expenses & distributions
- Benefits paid
- $964,246
- Administrative expenses
- $196,764
- Total expenses
- $1,161,010
- Net increase / (decrease)
- $1,177,188
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $42,814 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adv. | NONE | $33,500 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $10,641 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $10,000 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $8,250 | not reported in the loaded dataset | 2023 |
| Washington Capital | NONE | $7,140 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shopmens Division Local 597 Joint Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- The Segal Company — Schedule C compensation
- Strategic Capital Investment Adv. — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Comerica — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Washington Capital — Schedule C compensation