Plumbers Local Union No. 17 Pension Plan — Form 5500 plan (Joint Board Of Trustees - Plumbers Local Union No. 17 Pension Plan)
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 Local Union No. 17 Pension Plan is a benefit plan reported by Joint Board Of Trustees - Plumbers Local Union No. 17 Pension Plan under EIN 62-6104660 and plan number 001. The latest loaded filing year is 2023. The filing reports 538 participants and $44,217,611 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees - Plumbers Local Union No. 17 Pension Plan
- EIN
- 62-6104660
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 538
- End-of-year plan assets
- $44,217,611
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 538 | H, C | 20250114204507NAL0011182883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,217,611
- Total liabilities (EOY)
- $36,833
- Net assets (EOY)
- $44,180,778
- Net assets (BOY)
- $39,282,411
Income & contributions
- Employer contributions
- $2,195,321
- Total contributions
- $2,195,321
- Total income / additions
- $7,777,623
Expenses & distributions
- Benefits paid
- $2,558,763
- Administrative expenses
- $320,493
- Total expenses
- $2,879,256
- Net increase / (decrease)
- $4,898,367
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Capital Management | NONE | $76,765 | $788 | 2023 |
| Southern Benefit Administrators | NONE | $66,937 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $0 | $54,238 | 2023 |
| Reynolds Investment Consulting | NONE | $49,575 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $29,485 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $0 | $27,417 | 2023 |
| Daniels, Irwin & Aylor | NONE | $19,700 | not reported in the loaded dataset | 2023 |
| Regions | NONE | $11,345 | not reported in the loaded dataset | 2023 |
| Corry Capital Advisors | NONE | $9,097 | not reported in the loaded dataset | 2023 |
| Godwin Morris Laurenzi Bloomfield | NONE | $9,029 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $5,725 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $2,920 | not reported in the loaded dataset | 2023 |
| Empower | NONE | $1,829 | not reported in the loaded dataset | 2023 |
| Exchange Traded Fund | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees - Plumbers Local Union No. 17 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Highland Capital Management — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Reynolds Investment Consulting — Schedule C compensation
- Ullico — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Regions — Schedule C compensation
- Corry Capital Advisors — Schedule C compensation
- Godwin Morris Laurenzi Bloomfield — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Empower — Schedule C compensation
- Exchange Traded Fund — Schedule C compensation