Plumbers & Steamfitters 72 Defined Contrib Fund — Form 5500 plan (Plumber & Steamfitters 72 Defined Contrib 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 & Steamfitters 72 Defined Contrib Fund is a benefit plan reported by Plumber & Steamfitters 72 Defined Contrib Fund under EIN 58-2637934 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,548 participants and $142,830,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumber & Steamfitters 72 Defined Contrib Fund
- EIN
- 58-2637934
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 3,548
- End-of-year plan assets
- $142,830,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,548 | H, C | 20241009193450NAL0019862801004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,830,625
- Total liabilities (EOY)
- $107,066
- Net assets (EOY)
- $142,723,559
- Net assets (BOY)
- $121,378,000
Income & contributions
- Employer contributions
- $9,849,782
- Total contributions
- $9,849,782
- Total income / additions
- $29,916,513
Expenses & distributions
- Benefits paid
- $8,213,867
- Administrative expenses
- $357,087
- Total expenses
- $8,570,954
- Net increase / (decrease)
- $21,345,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| One America Retirement Services | NONE | $212,388 | not reported in the loaded dataset | 2023 |
| National Employee Benefits Admin | NONE | $44,679 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $14,750 | not reported in the loaded dataset | 2023 |
| Dennis G. Jenkins, Cpa | NONE | $10,850 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory, Llp | NONE | $6,300 | not reported in the loaded dataset | 2023 |
| Brentwood Asset Advisors, LLC | NONE | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumber & Steamfitters 72 Defined Contrib Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- One America Retirement Services — Schedule C compensation
- National Employee Benefits Admin — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Dennis G. Jenkins, Cpa — Schedule C compensation
- Arnall Golden Gregory, Llp — Schedule C compensation
- Brentwood Asset Advisors, LLC — Schedule C compensation