Plumbers And Steamfitters Local 60 401(K) Plan — Form 5500 plan (The Board Of Trustees Plumbers And Steamfitters Local 60 401k 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 And Steamfitters Local 60 401(K) Plan is a benefit plan reported by The Board Of Trustees Plumbers And Steamfitters Local 60 401k Plan under EIN 72-1504171 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,443 participants and $15,511,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Plumbers And Steamfitters Local 60 401k Plan
- EIN
- 72-1504171
- Plan number
- 002
- Plan type
- 1
- Location
- Metairie, LA
- Latest filing year
- 2023
- Participants
- 1,443
- End-of-year plan assets
- $15,511,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,443 | H, C | 20250128081516NAL0013240657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,511,806
- Total liabilities (EOY)
- $30,690
- Net assets (EOY)
- $15,481,116
- Net assets (BOY)
- $13,865,407
Income & contributions
- Employer contributions
- $444,678
- Participant contributions
- $368,781
- Total contributions
- $813,459
- Total income / additions
- $2,615,036
Expenses & distributions
- Benefits paid
- $862,444
- Administrative expenses
- $136,883
- Total expenses
- $999,327
- Net increase / (decrease)
- $1,615,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Investment Performance Services LLC | SERVICES RELATED PLAN | $40,000 | $0 | 2023 |
| Sentinel Pension LLC | NONE | $27,953 | $0 | 2023 |
| Buchbinder Tunick & Co., Llp | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Robein Urann Spencer Picard | SERVICES RELATED PLAN | $15,079 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Plumbers And Steamfitters Local 60 401k Plan
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Metairie, LA
- Investment Performance Services LLC — Schedule C compensation
- Sentinel Pension LLC — Schedule C compensation
- Buchbinder Tunick & Co., Llp — Schedule C compensation
- Robein Urann Spencer Picard — Schedule C compensation