United Assn Of Plumbers And Steamfitters 521 Pension Fund — Form 5500 plan (United Assn Of Plumbers And Steamfitters 521 Pension Fd)
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, United Assn Of Plumbers And Steamfitters 521 Pension Fund is a benefit plan reported by United Assn Of Plumbers And Steamfitters 521 Pension Fd under EIN 55-6039031 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $33,624,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Assn Of Plumbers And Steamfitters 521 Pension Fd
- EIN
- 55-6039031
- Plan number
- 001
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $33,624,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20250211115831NAL0009944483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,624,077
- Total liabilities (EOY)
- $52,337
- Net assets (EOY)
- $33,571,740
- Net assets (BOY)
- $30,408,939
Income & contributions
- Employer contributions
- $2,000,446
- Total contributions
- $2,000,446
- Total income / additions
- $6,108,997
Expenses & distributions
- Benefits paid
- $2,720,278
- Administrative expenses
- $225,918
- Total expenses
- $2,946,196
- Net increase / (decrease)
- $3,162,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Benefit Corporation | NONE | $37,800 | not reported in the loaded dataset | 2023 |
| Standard Valuations | NONE | $25,250 | not reported in the loaded dataset | 2023 |
| Zack'S Investment Management | NONE | $24,279 | not reported in the loaded dataset | 2023 |
| Harris, Hardin & Company, A.C. | NONE | $22,067 | not reported in the loaded dataset | 2023 |
| Asb Capital | NONE | $16,673 | $0 | 2023 |
| Multi-Employer Property Trust | NONE | $14,987 | $0 | 2023 |
| Osborn, Carreiro & Associates, Inc. | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | NONE | $13,176 | not reported in the loaded dataset | 2023 |
| Peoples Bank | NONE | $11,100 | not reported in the loaded dataset | 2023 |
| C. S. Mckee L.P. | NONE | $5,740 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Assn Of Plumbers And Steamfitters 521 Pension Fd
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- American Benefit Corporation — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Zack'S Investment Management — Schedule C compensation
- Harris, Hardin & Company, A.C. — Schedule C compensation
- Asb Capital — Schedule C compensation
- Multi-Employer Property Trust — Schedule C compensation
- Osborn, Carreiro & Associates, Inc. — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Peoples Bank — Schedule C compensation
- C. S. Mckee L.P. — Schedule C compensation