Plumbers Local Union No. 16 Defined Contribution Plan — Form 5500 plan (Board Of Trustees Plumbers Local Union No. 16 Defined Contribution Pla)
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 Union No. 16 Defined Contribution Plan is a benefit plan reported by Board Of Trustees Plumbers Local Union No. 16 Defined Contribution Pla under EIN 47-0822012 and plan number 002. The latest loaded filing year is 2023. The filing reports 416 participants and $37,469,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers Local Union No. 16 Defined Contribution Pla
- EIN
- 47-0822012
- Plan number
- 002
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 416
- End-of-year plan assets
- $37,469,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 416 | H, C | 20250114092947NAL0019674705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,469,264
- Total liabilities (EOY)
- $21,305
- Net assets (EOY)
- $37,447,959
- Net assets (BOY)
- $29,642,918
Income & contributions
- Participant contributions
- $1,289,151
- Total contributions
- $1,313,486
- Total income / additions
- $9,067,214
Expenses & distributions
- Benefits paid
- $1,124,030
- Administrative expenses
- $138,143
- Total expenses
- $1,262,173
- Net increase / (decrease)
- $7,805,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,902 | $0 | 2023 |
| Cbiz Financial Services | INVESTMENT ADVISORY | $31,546 | $216 | 2023 |
| Lutz | ACCOUNTANT | $23,750 | not reported in the loaded dataset | 2023 |
| Marquette Associates | INVESTMENT ADVISORY | $12,092 | $9,394 | 2023 |
| Kutak Rock Llp, | LEGAL | $16,889 | not reported in the loaded dataset | 2023 |
| Mertz Insurance Group | INS AGENTS & BROKERS | $7,259 | not reported in the loaded dataset | 2023 |
| Plumbers Local 16 | CONTRACT ADMINISTRATOR | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers Local Union No. 16 Defined Contribution Pla
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Principal Life Insurance Company — Schedule C compensation
- Cbiz Financial Services — Schedule C compensation
- Lutz — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Kutak Rock Llp, — Schedule C compensation
- Mertz Insurance Group — Schedule C compensation
- Plumbers Local 16 — Schedule C compensation