Greenville Plumbers & Pipefitters Pension Fund — Form 5500 plan (Greenville Plumbers & Pipefitters 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, Greenville Plumbers & Pipefitters Pension Fund is a benefit plan reported by Greenville Plumbers & Pipefitters Pension Fund under EIN 57-6041658 and plan number 068. The latest loaded filing year is 2023. The filing reports 486 participants and $36,024,383 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$36MPlan net assets, end of year$36,022,036
Participants486Covered participants reported
Assets / participant$74.1KComputed: assets ÷ participants$74,124 (computed)
Provider compensation$219.7K6 Schedule C provider row(s)$219,735
- Plan sponsor
- Greenville Plumbers & Pipefitters Pension Fund
- EIN
- 57-6041658
- Plan number
- 068
- Plan type
- 1
- Location
- Sugar Land, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 486 | H, C | 20250412083203NAL0024835857002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$36M total assets
Net assets$36MLiabilities$2.3K
Full reported line items
Net assets
- Total assets (EOY)
- $36,024,383
- Total liabilities (EOY)
- $2,347
- Net assets (EOY)
- $36,022,036
- Net assets (BOY)
- $36,508,840
Income & contributions
- Total income / additions
- $2,083,390
Expenses & distributions
- Benefits paid
- $2,317,029
- Administrative expenses
- $253,165
- Total expenses
- $2,570,194
- Net increase / (decrease)
- -$486,804
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income111%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $77,266 | $0 | 2023 |
| Zenith American Solutions | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $50,022 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank Na | NONE | $7,916 | not reported in the loaded dataset | 2023 |
| Quinn, Connor, Weaver, Davis & Rouc | NONE | $6,531 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greenville Plumbers & Pipefitters Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Sugar Land, TX
- Morgan Stanley Smith Barney — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Wells Fargo Bank Na — Schedule C compensation
- Quinn, Connor, Weaver, Davis & Rouc — Schedule C compensation