Local 441 Plumbers & Pipefitters Retirement Plan — Form 5500 plan (Plumbers & Pipefitters Local Union No. 441)
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, Local 441 Plumbers & Pipefitters Retirement Plan is a benefit plan reported by Plumbers & Pipefitters Local Union No. 441 under EIN 48-6178607 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,322 participants and $77,448,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Pipefitters Local Union No. 441
- EIN
- 48-6178607
- Plan number
- 001
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 1,322
- End-of-year plan assets
- $77,448,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,322 | H, C | 20250114183007NAL0032268416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,448,969
- Total liabilities (EOY)
- $185,909
- Net assets (EOY)
- $77,263,060
- Net assets (BOY)
- $66,115,473
Income & contributions
- Employer contributions
- $6,025,504
- Total contributions
- $6,025,504
- Total income / additions
- $16,248,773
Expenses & distributions
- Benefits paid
- $4,455,537
- Administrative expenses
- $645,649
- Total expenses
- $5,101,186
- Net increase / (decrease)
- $11,147,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bmgi | CONTRACT ADMINISTRATOR | $157,500 | not reported in the loaded dataset | 2023 |
| Cbiz | INVESTMENT ADVISOR | $110,890 | not reported in the loaded dataset | 2023 |
| Spencer Fane, Llp | LEGAL | $90,334 | not reported in the loaded dataset | 2023 |
| Central Trust & Investment Company | CUSTODIAN | $53,905 | not reported in the loaded dataset | 2023 |
| Emprise Bank | CUSTODIAN | $51,699 | not reported in the loaded dataset | 2023 |
| Mccloud Consulting Group | ACTUARY | $38,163 | not reported in the loaded dataset | 2023 |
| Morrow & Co., LLC | AUDITOR | $36,288 | not reported in the loaded dataset | 2023 |
| Redstone Advisors | INVESTMENT MANAGEMENT | $21,406 | not reported in the loaded dataset | 2023 |
| Wasmer Schroeder & Co. | INVESTMENT MANAGEMENT | $18,707 | not reported in the loaded dataset | 2023 |
| Union Insurance Group | INSURANCE | $13,218 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Pipefitters Local Union No. 441
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Bmgi — Schedule C compensation
- Cbiz — Schedule C compensation
- Spencer Fane, Llp — Schedule C compensation
- Central Trust & Investment Company — Schedule C compensation
- Emprise Bank — Schedule C compensation
- Mccloud Consulting Group — Schedule C compensation
- Morrow & Co., LLC — Schedule C compensation
- Redstone Advisors — Schedule C compensation
- Wasmer Schroeder & Co. — Schedule C compensation
- Union Insurance Group — Schedule C compensation