Plumbers Local No 98 Defined Benefit Pension Fund — Form 5500 plan (Plumbers Local 98 Defined Benefit Pension Fund)
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 No 98 Defined Benefit Pension Fund is a benefit plan reported by Plumbers Local 98 Defined Benefit Pension Fund under EIN 38-3031916 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,501 participants and $257,560,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local 98 Defined Benefit Pension Fund
- EIN
- 38-3031916
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 2,501
- End-of-year plan assets
- $257,560,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,501 | H, C | 20241010100029NAL0009885987002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $257,560,148
- Total liabilities (EOY)
- $171,729
- Net assets (EOY)
- $257,388,419
- Net assets (BOY)
- $225,305,498
Income & contributions
- Employer contributions
- $26,142,354
- Total contributions
- $26,142,354
- Total income / additions
- $54,323,120
Expenses & distributions
- Benefits paid
- $21,111,675
- Administrative expenses
- $1,128,524
- Total expenses
- $22,240,199
- Net increase / (decrease)
- $32,082,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $256,826 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $124,031 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Advr. | NONE | $92,925 | not reported in the loaded dataset | 2023 |
| Nickle & Saph, Inc | NONE | $57,745 | not reported in the loaded dataset | 2023 |
| The Segal Company Inc. | NONE | $56,721 | not reported in the loaded dataset | 2023 |
| Asher Kelly Law | NONE | $47,393 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co | NONE | $28,434 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $8,891 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local 98 Defined Benefit Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- National Investment Services — Schedule C compensation
- Strategic Capital Investment Advr. — Schedule C compensation
- Nickle & Saph, Inc — Schedule C compensation
- The Segal Company Inc. — Schedule C compensation
- Asher Kelly Law — Schedule C compensation
- American Graphics Printing Co — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- Comerica Bank — Schedule C compensation