Plumbers Local No 98 Supplemental Unemployment Benefit Trust Fund — Form 5500 plan (Joint Board Of Trustees Plumbers)
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 Supplemental Unemployment Benefit Trust Fund is a benefit plan reported by Joint Board Of Trustees Plumbers under EIN 38-6105923 and plan number 501. The latest loaded filing year is 2023. The filing reports 801 participants and $7,763,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Plumbers
- EIN
- 38-6105923
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 801
- End-of-year plan assets
- $7,763,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 801 | H, C | 20250414164507NAL0003992418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,763,349
- Total liabilities (EOY)
- $15,648
- Net assets (EOY)
- $7,747,701
- Net assets (BOY)
- $6,838,758
Income & contributions
- Employer contributions
- $915,037
- Total contributions
- $915,037
- Total income / additions
- $1,502,146
Expenses & distributions
- Benefits paid
- $466,948
- Administrative expenses
- $126,255
- Total expenses
- $593,203
- Net increase / (decrease)
- $908,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $37,972 | not reported in the loaded dataset | 2023 |
| Plumbers Local 98 | SPONSOR LOCAL UNION | $36,667 | not reported in the loaded dataset | 2023 |
| Strategic Capital Invest. Advisors | NONE | $17,375 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., P.L.L.C. | NONE | $11,250 | not reported in the loaded dataset | 2023 |
| Asher Kelly Law | NONE | $6,345 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Plumbers
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Plumbers Local 98 — Schedule C compensation
- Strategic Capital Invest. Advisors — Schedule C compensation
- Bultynck & Co., P.L.L.C. — Schedule C compensation
- Asher Kelly Law — Schedule C compensation