Plumbers And Pipefitters Local 551 Pension Plan — Form 5500 plan (Plumbers And Pipefitters Local 551)
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 551 Pension Plan is a benefit plan reported by Plumbers And Pipefitters Local 551 under EIN 37-1136405 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $40,953,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Pipefitters Local 551
- EIN
- 37-1136405
- Plan number
- 001
- Plan type
- 1
- Location
- West Frankfort, IL
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $40,953,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20250414122355NAL0000767299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,953,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,953,305
- Net assets (BOY)
- $34,584,112
Income & contributions
- Employer contributions
- $1,826,755
- Participant contributions
- $93,651
- Total contributions
- $1,951,214
- Total income / additions
- $7,264,679
Expenses & distributions
- Benefits paid
- $743,830
- Administrative expenses
- $151,656
- Total expenses
- $895,486
- Net increase / (decrease)
- $6,369,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plumbers & Pipefitters Local 551 | RECORD KEEPER | $72,000 | not reported in the loaded dataset | 2023 |
| Ekon Advisors | NONE | $50,594 | not reported in the loaded dataset | 2023 |
| Grabel Schnieders Hollman & Co | NONE | $15,059 | not reported in the loaded dataset | 2023 |
| Ekon Benefits | NONE | $7,884 | $0 | 2023 |
| Mertz Insurance | NONE | $5,587 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Pipefitters Local 551
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in West Frankfort, IL
- Plumbers & Pipefitters Local 551 — Schedule C compensation
- Ekon Advisors — Schedule C compensation
- Grabel Schnieders Hollman & Co — Schedule C compensation
- Ekon Benefits — Schedule C compensation
- Mertz Insurance — Schedule C compensation