Plumbers And Steamfitters Local 102 Pension Plan — Form 5500 plan (Plumbers & Steamfitters Local Union No. 102)
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 Steamfitters Local 102 Pension Plan is a benefit plan reported by Plumbers & Steamfitters Local Union No. 102 under EIN 62-6077945 and plan number 001. The latest loaded filing year is 2023. The filing reports 915 participants and $93,344,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local Union No. 102
- EIN
- 62-6077945
- Plan number
- 001
- Plan type
- 1
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 915
- End-of-year plan assets
- $93,344,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 915 | H, C | 20250414213439NAL0002371041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,344,771
- Total liabilities (EOY)
- $661,403
- Net assets (EOY)
- $92,683,368
- Net assets (BOY)
- $82,727,098
Income & contributions
- Employer contributions
- $7,055,516
- Total contributions
- $7,055,516
- Total income / additions
- $17,168,333
Expenses & distributions
- Benefits paid
- $6,815,360
- Administrative expenses
- $396,703
- Total expenses
- $7,212,063
- Net increase / (decrease)
- $9,956,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Renee Ashworth | EMPLOYEE | $97,282 | not reported in the loaded dataset | 2023 |
| Southern Actuarial Services Company | NONE | $37,375 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $35,150 | not reported in the loaded dataset | 2023 |
| National Investment Service | NONE | $27,580 | not reported in the loaded dataset | 2023 |
| Clarion Partners LLC | NONE | $0 | $27,259 | 2023 |
| Novak Francella, LLC | NONE | $24,789 | not reported in the loaded dataset | 2023 |
| Washington Capital Management Inc | 911042342 | $17,310 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $0 | $10,951 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local Union No. 102
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Renee Ashworth — Schedule C compensation
- Southern Actuarial Services Company — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- National Investment Service — Schedule C compensation
- Clarion Partners LLC — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Washington Capital Management Inc — Schedule C compensation
- American Realty Advisors — Schedule C compensation