Plumbers & Steamfitters Local 118 Pension Plan — Form 5500 plan (Bd Of Trustees Plumbers & Steamfitters Local 118)
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 & Steamfitters Local 118 Pension Plan is a benefit plan reported by Bd Of Trustees Plumbers & Steamfitters Local 118 under EIN 39-6187966 and plan number 001. The latest loaded filing year is 2023. The filing reports 739 participants and $99,344,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Plumbers & Steamfitters Local 118
- EIN
- 39-6187966
- Plan number
- 001
- Plan type
- 1
- Location
- Kenosha, WI
- Latest filing year
- 2023
- Participants
- 739
- End-of-year plan assets
- $99,344,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 739 | H, C | 20241015172814NAL0050685136001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,344,863
- Total liabilities (EOY)
- $56,700
- Net assets (EOY)
- $99,288,163
- Net assets (BOY)
- $90,381,556
Income & contributions
- Employer contributions
- $6,318,174
- Total contributions
- $6,318,174
- Total income / additions
- $15,372,241
Expenses & distributions
- Benefits paid
- $5,982,147
- Administrative expenses
- $483,487
- Total expenses
- $6,465,634
- Net increase / (decrease)
- $8,906,607
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Consulting | NONE | $103,716 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $61,267 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $51,237 | not reported in the loaded dataset | 2023 |
| Segal Rogerscasey Inc | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $30,889 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | NONE | $27,829 | not reported in the loaded dataset | 2023 |
| Sikich Cpa LLC | NONE | $19,950 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm, S.C. | NONE | $14,028 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Plumbers & Steamfitters Local 118
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kenosha, WI
- Segal Consulting — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Segal Rogerscasey Inc — Schedule C compensation
- Us Bank — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Sikich Cpa LLC — Schedule C compensation
- The Previant Law Firm, S.C. — Schedule C compensation