Plumbers And Gasfitters Local 5 Retirement Savings Plan — Form 5500 plan (Plumbers And Gasfitters Local 5 Retirement Savings Fund)
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 And Gasfitters Local 5 Retirement Savings Plan is a benefit plan reported by Plumbers And Gasfitters Local 5 Retirement Savings Fund under EIN 52-2124369 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,130 participants and $122,455,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Gasfitters Local 5 Retirement Savings Fund
- EIN
- 52-2124369
- Plan number
- 001
- Plan type
- 1
- Location
- Lanham, MD
- Latest filing year
- 2023
- Participants
- 2,130
- End-of-year plan assets
- $122,455,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,130 | H, C | 20240929114354NAL0004626065002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $122,455,521
- Total liabilities (EOY)
- $58,652
- Net assets (EOY)
- $122,396,869
- Net assets (BOY)
- $100,105,329
Income & contributions
- Employer contributions
- $8,226,200
- Total contributions
- $8,226,200
- Total income / additions
- $26,769,321
Expenses & distributions
- Benefits paid
- $4,103,524
- Administrative expenses
- $374,257
- Total expenses
- $4,477,781
- Net increase / (decrease)
- $22,291,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $209,730 | $0 | 2023 |
| Segal Marco Advisors | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $32,680 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $16,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Gasfitters Local 5 Retirement Savings Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Lanham, MD
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation