Plumbers & Fitters Local Union No. 110 Benefit Trust Fund — Form 5500 plan (Plumbers & Fitters Local Union No. 110 Benefit Trust 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 & Fitters Local Union No. 110 Benefit Trust Fund is a benefit plan reported by Plumbers & Fitters Local Union No. 110 Benefit Trust Fund under EIN 54-6058147 and plan number 501. The latest loaded filing year is 2023. The filing reports 529 participants and $17,056,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Fitters Local Union No. 110 Benefit Trust Fund
- EIN
- 54-6058147
- Plan number
- 501
- Plan type
- 1
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 529
- End-of-year plan assets
- $17,056,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 529 | H, C | 20250217220010NAL0003997680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,056,996
- Total liabilities (EOY)
- $490,705
- Net assets (EOY)
- $16,566,291
- Net assets (BOY)
- $14,072,078
Income & contributions
- Employer contributions
- $5,624,665
- Participant contributions
- $539,339
- Total contributions
- $6,164,004
- Total income / additions
- $7,208,797
Expenses & distributions
- Benefits paid
- $4,182,369
- Administrative expenses
- $532,215
- Total expenses
- $4,714,584
- Net increase / (decrease)
- $2,494,213
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross Blue Shield | NONE | $214,947 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $206,112 | not reported in the loaded dataset | 2023 |
| Wilbanks Smith & Thomas Asset Mgmt | NONE | $29,129 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $20,800 | not reported in the loaded dataset | 2023 |
| Swiftmd | NONE | $12,012 | not reported in the loaded dataset | 2023 |
| Branstetter Stranch & Jennings | NONE | $8,744 | not reported in the loaded dataset | 2023 |
| Truist Bank | NONE | $5,452 | not reported in the loaded dataset | 2023 |
| Mutual & Exchange Traded Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Fitters Local Union No. 110 Benefit Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Wilbanks Smith & Thomas Asset Mgmt — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Swiftmd — Schedule C compensation
- Branstetter Stranch & Jennings — Schedule C compensation
- Truist Bank — Schedule C compensation
- Mutual & Exchange Traded Funds — Schedule C compensation