Pension Plan Of The Plumbers And Steamfitters Local Union No. 33 Retirement Trust — Form 5500 plan (Plumbers And Steamfitters Local Union No. 33 Retirement Trust)
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, Pension Plan Of The Plumbers And Steamfitters Local Union No. 33 Retirement Trust is a benefit plan reported by Plumbers And Steamfitters Local Union No. 33 Retirement Trust under EIN 42-6086687 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,009 participants and $293,488,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Steamfitters Local Union No. 33 Retirement Trust
- EIN
- 42-6086687
- Plan number
- 001
- Plan type
- 1
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 2,009
- End-of-year plan assets
- $293,488,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,009 | H, C | 20241009104508NAL0019036721006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $293,488,214
- Total liabilities (EOY)
- $260,244
- Net assets (EOY)
- $293,227,970
- Net assets (BOY)
- $259,472,845
Income & contributions
- Employer contributions
- $21,959,472
- Total contributions
- $21,959,472
- Total income / additions
- $51,128,155
Expenses & distributions
- Benefits paid
- $15,756,637
- Administrative expenses
- $1,616,393
- Total expenses
- $17,373,030
- Net increase / (decrease)
- $33,755,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Chase Bank | not reported in the loaded dataset | $279,075 | not reported in the loaded dataset | 2023 |
| Global Trust Company | not reported in the loaded dataset | $144,454 | not reported in the loaded dataset | 2023 |
| Jama Barbour | not reported in the loaded dataset | $110,111 | not reported in the loaded dataset | 2023 |
| Wells Capital Management | not reported in the loaded dataset | $107,050 | $0 | 2023 |
| Barings International Inv Ltd | not reported in the loaded dataset | $105,825 | not reported in the loaded dataset | 2023 |
| Asset Consulting Group | not reported in the loaded dataset | $88,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $79,081 | $8,758 | 2023 |
| Basys, Inc. | not reported in the loaded dataset | $83,259 | not reported in the loaded dataset | 2023 |
| Jordyn Cox | not reported in the loaded dataset | $68,066 | not reported in the loaded dataset | 2023 |
| Fox Rothschild | not reported in the loaded dataset | $61,048 | not reported in the loaded dataset | 2023 |
| Pioneer Institutional Asset Mgmt | not reported in the loaded dataset | $45,670 | not reported in the loaded dataset | 2023 |
| Income Research & Management | not reported in the loaded dataset | $41,571 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $37,505 | not reported in the loaded dataset | 2023 |
| Jamie Kooyman | not reported in the loaded dataset | $33,981 | not reported in the loaded dataset | 2023 |
| Iowa State Bank | not reported in the loaded dataset | $21,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Steamfitters Local Union No. 33 Retirement Trust
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Jp Morgan Chase Bank — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Jama Barbour — Schedule C compensation
- Wells Capital Management — Schedule C compensation
- Barings International Inv Ltd — Schedule C compensation
- Asset Consulting Group — Schedule C compensation
- The Segal Company — Schedule C compensation
- Basys, Inc. — Schedule C compensation
- Jordyn Cox — Schedule C compensation
- Fox Rothschild — Schedule C compensation
- Pioneer Institutional Asset Mgmt — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation
- Jamie Kooyman — Schedule C compensation
- Iowa State Bank — Schedule C compensation