Defined Benefit Pension Plan Of The Plumbers & Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin — Form 5500 plan (Board Of Trustees)
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, Defined Benefit Pension Plan Of The Plumbers & Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin is a benefit plan reported by Board Of Trustees under EIN 39-0542913 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,111 participants and $243,958,845 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees
- EIN
- 39-0542913
- Plan number
- 001
- Plan type
- 1
- Location
- Kaukauna, WI
- Latest filing year
- 2023
- Participants
- 2,111
- End-of-year plan assets
- $243,958,845
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,111 | H, C | 20241015195140NAL0049600448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $243,958,845
- Total liabilities (EOY)
- $178,192
- Net assets (EOY)
- $243,780,653
- Net assets (BOY)
- $214,874,808
Income & contributions
- Employer contributions
- $14,535,085
- Total contributions
- $14,535,085
- Total income / additions
- $39,567,834
Expenses & distributions
- Benefits paid
- $9,085,797
- Administrative expenses
- $1,576,192
- Total expenses
- $10,661,989
- Net increase / (decrease)
- $28,905,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crescent Capital Investment Trust | NONE | $346,296 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE | $190,785 | not reported in the loaded dataset | 2023 |
| Associated Trust Company, N.A. | NONE | $162,029 | not reported in the loaded dataset | 2023 |
| Ifm Investors | NONE | $157,386 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $92,488 | not reported in the loaded dataset | 2023 |
| Corbin Capital Partners, L.P | NONE | $89,235 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, N.A. | NONE | $82,776 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $68,800 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Benefit Plan Administration | NONE | $58,749 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $43,745 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $26,825 | not reported in the loaded dataset | 2023 |
| Hatteras Investment Partners Lp | NONE | $25,365 | $0 | 2023 |
| Fiduciary Management Inc | NONE | $22,646 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $11,961 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kaukauna, WI
- Crescent Capital Investment Trust — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Associated Trust Company, N.A. — Schedule C compensation
- Ifm Investors — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Corbin Capital Partners, L.P — Schedule C compensation
- Jp Morgan Chase Bank, N.A. — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Benefit Plan Administration — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Hatteras Investment Partners Lp — Schedule C compensation
- Fiduciary Management Inc — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation