Plumbers & Pipefitters Local 625 Pension Plan — Form 5500 plan (Plumbers & Pipefitters Local 625 Pension 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 & Pipefitters Local 625 Pension Plan is a benefit plan reported by Plumbers & Pipefitters Local 625 Pension Fund under EIN 55-0759747 and plan number 001. The latest loaded filing year is 2023. The filing reports 595 participants and $43,159,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Pipefitters Local 625 Pension Fund
- EIN
- 55-0759747
- Plan number
- 001
- Plan type
- 1
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 595
- End-of-year plan assets
- $43,159,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 595 | H, C | 20241015141526NAL0028727233003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,159,273
- Net assets (EOY)
- $43,159,273
- Net assets (BOY)
- $39,267,208
Income & contributions
- Employer contributions
- $2,572,524
- Total contributions
- $2,572,524
- Total income / additions
- $6,265,600
Expenses & distributions
- Benefits paid
- $2,025,315
- Administrative expenses
- $348,220
- Total expenses
- $2,373,535
- Net increase / (decrease)
- $3,892,065
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clark Capital Management Group, Inc | not reported in the loaded dataset | $0 | $122,975 | 2023 |
| Crestview Capital Investments | not reported in the loaded dataset | $0 | $79,343 | 2023 |
| United Bank | not reported in the loaded dataset | $0 | $35,259 | 2023 |
| Suttle & Stalnaker, Pllc | not reported in the loaded dataset | $21,675 | $0 | 2023 |
| Mept Investments | not reported in the loaded dataset | $0 | $16,141 | 2023 |
| Ta Realty | not reported in the loaded dataset | $0 | $14,530 | 2023 |
| Travelers Casualty & Surety Co | not reported in the loaded dataset | $9,779 | $0 | 2023 |
| John Dascoli | not reported in the loaded dataset | $8,280 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Pipefitters Local 625 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- Clark Capital Management Group, Inc — Schedule C compensation
- Crestview Capital Investments — Schedule C compensation
- United Bank — Schedule C compensation
- Suttle & Stalnaker, Pllc — Schedule C compensation
- Mept Investments — Schedule C compensation
- Ta Realty — Schedule C compensation
- Travelers Casualty & Surety Co — Schedule C compensation
- John Dascoli — Schedule C compensation