Plumbers & Pipefitters Local 760 Savings And Investment Plan — Form 5500 plan (Plumbers & Pipefitters Local 760 Savings And Investment 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 & Pipefitters Local 760 Savings And Investment Plan is a benefit plan reported by Plumbers & Pipefitters Local 760 Savings And Investment Plan under EIN 63-0934558 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,523 participants and $57,885,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Pipefitters Local 760 Savings And Investment Plan
- EIN
- 63-0934558
- Plan number
- 002
- Plan type
- 1
- Location
- Muscle Shoals, AL
- Latest filing year
- 2023
- Participants
- 1,523
- End-of-year plan assets
- $57,885,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,523 | H, C | 20250415095926NAL0003162049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,885,803
- Total liabilities (EOY)
- $1,179
- Net assets (EOY)
- $57,884,624
- Net assets (BOY)
- $49,892,667
Income & contributions
- Employer contributions
- $6,161,385
- Participant contributions
- $279,348
- Total contributions
- $6,520,463
- Total income / additions
- $12,151,282
Expenses & distributions
- Benefits paid
- $4,108,839
- Administrative expenses
- $50,486
- Total expenses
- $4,159,325
- Net increase / (decrease)
- $7,991,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $124,975 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $108,805 | $0 | 2023 |
| Bellows Associates, P.A. | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Qcwdr, Llp | NONE | $6,598 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Pipefitters Local 760 Savings And Investment Plan
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Muscle Shoals, AL
- Morgan Stanley — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Bellows Associates, P.A. — Schedule C compensation
- Qcwdr, Llp — Schedule C compensation