Plumbers And Pipefitters Of The Carolinas Defined Contribution Plan — Form 5500 plan (The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def)
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 Pipefitters Of The Carolinas Defined Contribution Plan is a benefit plan reported by The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def under EIN 56-1442440 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,291 participants and $55,175,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def
- EIN
- 56-1442440
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 4,291
- End-of-year plan assets
- $55,175,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,291 | H, C | 20241015123459NAL0014634979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,175,446
- Total liabilities (EOY)
- $106,928
- Net assets (EOY)
- $55,068,518
- Net assets (BOY)
- $50,402,921
Income & contributions
- Employer contributions
- $4,939,735
- Total contributions
- $4,939,735
- Total income / additions
- $8,549,929
Expenses & distributions
- Benefits paid
- $3,269,204
- Administrative expenses
- $615,128
- Total expenses
- $3,884,332
- Net increase / (decrease)
- $4,665,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefit Admin | NONE | $100,130 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Management | NONE | $73,660 | not reported in the loaded dataset | 2023 |
| U.S Real State Investment Fund, LLC | NONE | $56,837 | not reported in the loaded dataset | 2023 |
| Gamco Assest Management Inc. | NONE | $51,917 | not reported in the loaded dataset | 2023 |
| Arnall, Golden, Gregory Lpp | NONE | $46,260 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co | NONE | $46,177 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $46,049 | not reported in the loaded dataset | 2023 |
| New Tower Trust Co | NONE | $41,833 | not reported in the loaded dataset | 2023 |
| Investment Performance Services, Ll | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $12,561 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Benefit Admin — Schedule C compensation
- Atlanta Capital Management — Schedule C compensation
- U.S Real State Investment Fund, LLC — Schedule C compensation
- Gamco Assest Management Inc. — Schedule C compensation
- Arnall, Golden, Gregory Lpp — Schedule C compensation
- Lapadula Carlson & Co — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- New Tower Trust Co — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation