Upper Peninsula Plumbers & Pipefitters Pension Plan — Form 5500 plan (Trustees Of The Upper Peninsula Plumbers & Pipefitters Pension)
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, Upper Peninsula Plumbers & Pipefitters Pension Plan is a benefit plan reported by Trustees Of The Upper Peninsula Plumbers & Pipefitters Pension under EIN 38-6233970 and plan number 001. The latest loaded filing year is 2023. The filing reports 739 participants and $68,009,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Upper Peninsula Plumbers & Pipefitters Pension
- EIN
- 38-6233970
- Plan number
- 001
- Plan type
- 1
- Location
- Greendale, WI
- Latest filing year
- 2023
- Participants
- 739
- End-of-year plan assets
- $68,009,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 739 | H, C | 20250409064506NAL0010772883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,009,324
- Total liabilities (EOY)
- $39,082
- Net assets (EOY)
- $67,970,242
- Net assets (BOY)
- $64,831,256
Income & contributions
- Employer contributions
- $4,694,427
- Total contributions
- $4,694,427
- Total income / additions
- $11,732,751
Expenses & distributions
- Benefits paid
- $8,162,121
- Administrative expenses
- $431,644
- Total expenses
- $8,593,765
- Net increase / (decrease)
- $3,138,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Novara, Teisja & Catenacci | NONE | $98,892 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $98,892 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $68,927 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $47,000 | not reported in the loaded dataset | 2023 |
| Rbc Glocal Asset Management | NONE | $33,253 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $20,200 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $10,444 | not reported in the loaded dataset | 2023 |
| U.S. Bank | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Upper Peninsula Plumbers & Pipefitters Pension
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Greendale, WI
- Novara, Teisja & Catenacci — Schedule C compensation
- Milliman — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Rbc Glocal Asset Management — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- U.S. Bank — Schedule C compensation