Plumbers Pipefitters & Mechanical Equipment Service Local Union No. 392 Supplemental Retirement Plan — Form 5500 plan (Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392)
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 & Mechanical Equipment Service Local Union No. 392 Supplemental Retirement Plan is a benefit plan reported by Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 under EIN 84-2587991 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,713 participants and $19,191,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392
- EIN
- 84-2587991
- Plan number
- 001
- Plan type
- 1
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 1,713
- End-of-year plan assets
- $19,191,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,713 | H, C | 20241218081507NAL0002214275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,191,870
- Total liabilities (EOY)
- $41,965
- Net assets (EOY)
- $19,149,905
- Net assets (BOY)
- $12,585,006
Income & contributions
- Employer contributions
- $3,071,819
- Participant contributions
- $1,409,955
- Total contributions
- $4,723,364
- Total income / additions
- $7,180,263
Expenses & distributions
- Benefits paid
- $378,704
- Administrative expenses
- $236,660
- Total expenses
- $615,364
- Net increase / (decrease)
- $6,564,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust | NONE | $62,123 | not reported in the loaded dataset | 2023 |
| Benesys | THIRD PARTY ADMINISTRATOR | $49,007 | not reported in the loaded dataset | 2023 |
| American Graphics | NONE | $34,042 | not reported in the loaded dataset | 2023 |
| Kelley Galloway Smith Goolsby, Psc | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $10,296 | $2,519 | 2023 |
| Pnc Bank, National Association | NONE | $6,753 | $0 | 2023 |
| Johnson & Krol | NONE | $5,702 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $5,148 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Captrust — Schedule C compensation
- Benesys — Schedule C compensation
- American Graphics — Schedule C compensation
- Kelley Galloway Smith Goolsby, Psc — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- Johnson & Krol — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation