Plumbers And Pipefitters Local Union No. 803 Pension Fund — Form 5500 plan (Board Of Trustees Of Plumbers Local Union No. 803 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 And Pipefitters Local Union No. 803 Pension Fund is a benefit plan reported by Board Of Trustees Of Plumbers Local Union No. 803 Pension Fund under EIN 59-6228172 and plan number 001. The latest loaded filing year is 2023. The filing reports 939 participants and $47,529,564 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Plumbers Local Union No. 803 Pension Fund
- EIN
- 59-6228172
- Plan number
- 001
- Plan type
- 1
- Location
- Fleming Island, FL
- Latest filing year
- 2023
- Participants
- 939
- End-of-year plan assets
- $47,529,564
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 939 | H, C | 20250506175055NAL0006178339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,529,564
- Total liabilities (EOY)
- $59,694
- Net assets (EOY)
- $47,469,870
- Net assets (BOY)
- $43,162,100
Income & contributions
- Employer contributions
- $2,737,335
- Total contributions
- $2,737,335
- Total income / additions
- $7,196,516
Expenses & distributions
- Benefits paid
- $2,456,348
- Administrative expenses
- $432,398
- Total expenses
- $2,888,746
- Net increase / (decrease)
- $4,307,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | NONE | $179,120 | $0 | 2023 |
| National Employee Benefits Admin. | NONE | $130,149 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $23,298 | not reported in the loaded dataset | 2023 |
| Southern Actuarial Services Co.,Inc | NONE | $17,950 | not reported in the loaded dataset | 2023 |
| Foundry Partners, LLC | NONE | $14,018 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Picard & Ca | NONE | $7,007 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Plumbers Local Union No. 803 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fleming Island, FL
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- National Employee Benefits Admin. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Southern Actuarial Services Co.,Inc — Schedule C compensation
- Foundry Partners, LLC — Schedule C compensation
- Robein, Urann, Spencer, Picard & Ca — Schedule C compensation