U.A. Plumbers 63 & Steamfitters 353 Joint Pension — Form 5500 plan (Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund)
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, U.A. Plumbers 63 & Steamfitters 353 Joint Pension is a benefit plan reported by Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund under EIN 37-6118084 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,237 participants and $144,709,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund
- EIN
- 37-6118084
- Plan number
- 001
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 1,237
- End-of-year plan assets
- $144,709,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,237 | H, C | 20250203143926NAL0006806385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,709,089
- Total liabilities (EOY)
- $34,805
- Net assets (EOY)
- $144,674,284
- Net assets (BOY)
- $138,302,423
Income & contributions
- Employer contributions
- $9,578,652
- Total contributions
- $9,578,652
- Total income / additions
- $21,066,108
Expenses & distributions
- Benefits paid
- $14,253,689
- Administrative expenses
- $440,558
- Total expenses
- $14,694,247
- Net increase / (decrease)
- $6,371,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $108,918 | not reported in the loaded dataset | 2023 |
| Healthscope Benefits, Inc. | NONE | $82,661 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest), Inc. | NONE | $52,285 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neumann, Ltd | NONE | $26,170 | not reported in the loaded dataset | 2023 |
| Romolo & Associates LLC | NONE | $21,907 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $20,900 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $20,820 | not reported in the loaded dataset | 2023 |
| Cavanagh & O'Hara Llp | NONE | $5,770 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Morgan Stanley Smith Barney — Schedule C compensation
- Healthscope Benefits, Inc. — Schedule C compensation
- The Segal Company (Midwest), Inc. — Schedule C compensation
- Baum Sigman Auerbach & Neumann, Ltd — Schedule C compensation
- Romolo & Associates LLC — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- National Investment Services — Schedule C compensation
- Cavanagh & O'Hara Llp — Schedule C compensation