Plumbers & Steamfitters Local Union 52 Defined Con Plan — Form 5500 plan (Plumbers & Steamfitters Local Union 52)
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 Local Union 52 Defined Con Plan is a benefit plan reported by Plumbers & Steamfitters Local Union 52 under EIN 63-0234457 and plan number 002. The latest loaded filing year is 2023. The filing reports 400 participants and $70,342,294 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local Union 52
- EIN
- 63-0234457
- Plan number
- 002
- Plan type
- 1
- Location
- Montgomery, AL
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $70,342,294
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20250115122430NAL0012684467004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,342,294
- Net assets (EOY)
- $70,342,294
- Net assets (BOY)
- $60,015,866
Income & contributions
- Employer contributions
- $3,530,802
- Total contributions
- $3,530,802
- Total income / additions
- $13,368,567
Expenses & distributions
- Benefits paid
- $2,884,013
- Administrative expenses
- $158,126
- Total expenses
- $3,042,139
- Net increase / (decrease)
- $10,326,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services, In | not reported in the loaded dataset | $35,594 | $0 | 2023 |
| Carr, Riggs & Ingram, L.L.C. | CPA | $33,411 | not reported in the loaded dataset | 2023 |
| Plumbers And Steamfitters Local 52 | PLAN SPONSOR | $25,278 | not reported in the loaded dataset | 2023 |
| Clearview Group | not reported in the loaded dataset | $25,277 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local Union 52
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Montgomery, AL
- Schwab Retirement Plan Services, In — Schedule C compensation
- Carr, Riggs & Ingram, L.L.C. — Schedule C compensation
- Plumbers And Steamfitters Local 52 — Schedule C compensation
- Clearview Group — Schedule C compensation