Steamfitters Local 602 Retirement Savings Plan Savings Plan — Form 5500 plan (Board Of Trustees - Steamfitters Local 602 Retirement Savings Plan)
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, Steamfitters Local 602 Retirement Savings Plan Savings Plan is a benefit plan reported by Board Of Trustees - Steamfitters Local 602 Retirement Savings Plan under EIN 52-2187219 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,322 participants and $444,967,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Steamfitters Local 602 Retirement Savings Plan
- EIN
- 52-2187219
- Plan number
- 001
- Plan type
- 1
- Location
- Capitol Heights, MD
- Latest filing year
- 2023
- Participants
- 5,322
- End-of-year plan assets
- $444,967,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,322 | H, C | 20241015152542NAL0030163473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $444,967,613
- Total liabilities (EOY)
- $98,880
- Net assets (EOY)
- $444,868,733
- Net assets (BOY)
- $365,246,313
Income & contributions
- Employer contributions
- $28,146,424
- Total contributions
- $28,146,424
- Total income / additions
- $93,395,232
Expenses & distributions
- Benefits paid
- $13,561,005
- Administrative expenses
- $211,807
- Total expenses
- $13,772,812
- Net increase / (decrease)
- $79,622,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $294,780 | $0 | 2023 |
| Zenith American Solutions | CONTRACT ADMINISTRATOR | $55,417 | not reported in the loaded dataset | 2023 |
| O'Donoghue And O'Donoghue | ATTORNEY | $53,398 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $35,760 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | INSURANCE AGENT | $22,213 | $0 | 2023 |
| Sarfino And Rhoades, Llp | AUDITOR | $15,850 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | AUDITOR | $5,955 | not reported in the loaded dataset | 2023 |
| Putnam | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Massachusetts Mutual Life Insurance | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| American Century | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Columbia | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Nationwide | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Fidelity Investments | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Carillon Family Of Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Steamfitters Local 602 Retirement Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Capitol Heights, MD
- Empower Annuity Insurance Co. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- O'Donoghue And O'Donoghue — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Sarfino And Rhoades, Llp — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Putnam — Schedule C compensation
- Massachusetts Mutual Life Insurance — Schedule C compensation
- American Century — Schedule C compensation
- American Funds — Schedule C compensation
- Columbia — Schedule C compensation
- Nationwide — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Carillon Family Of Funds — Schedule C compensation