Plumbers Local 360 Pension Plan — Form 5500 plan (United Association Of Plumbers Local 360)
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 Local 360 Pension Plan is a benefit plan reported by United Association Of Plumbers Local 360 under EIN 37-1186588 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $28,466,724 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Association Of Plumbers Local 360
- EIN
- 37-1186588
- Plan number
- 001
- Plan type
- 1
- Location
- Collinsville, IL
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $28,466,724
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241015160830NAL0015046515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,466,724
- Total liabilities (EOY)
- $6,468
- Net assets (EOY)
- $28,460,256
- Net assets (BOY)
- $25,376,410
Income & contributions
- Employer contributions
- $1,317,573
- Total contributions
- $1,317,573
- Total income / additions
- $4,548,663
Expenses & distributions
- Benefits paid
- $1,333,307
- Administrative expenses
- $131,510
- Total expenses
- $1,464,817
- Net increase / (decrease)
- $3,083,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Susan M Baldus | EMPLOYEE | $72,896 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $40,290 | not reported in the loaded dataset | 2023 |
| Ekon Advisors | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Ekon Benefits | NONE | $19,650 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $8,033 | not reported in the loaded dataset | 2023 |
| Hammond & Shinners Pc | NONE | $8,017 | not reported in the loaded dataset | 2023 |
| Membertrak LLC | NONE | $5,398 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Association Of Plumbers Local 360
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Collinsville, IL
- Susan M Baldus — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation
- Ekon Advisors — Schedule C compensation
- Ekon Benefits — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Hammond & Shinners Pc — Schedule C compensation
- Membertrak LLC — Schedule C compensation