Pension And Retirement Plan Of Plumbers And Pipefitters Union Local 525 — Form 5500 plan (Joint Gov. Comm. Plumbers And Pipefitters Local Union No. 525)
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, Pension And Retirement Plan Of Plumbers And Pipefitters Union Local 525 is a benefit plan reported by Joint Gov. Comm. Plumbers And Pipefitters Local Union No. 525 under EIN 88-6003864 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,603 participants and $413,242,344 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Gov. Comm. Plumbers And Pipefitters Local Union No. 525
- EIN
- 88-6003864
- Plan number
- 001
- Plan type
- 1
- Location
- Las Vegas, NV
- Latest filing year
- 2023
- Participants
- 3,603
- End-of-year plan assets
- $413,242,344
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,603 | H, C | 20250415190427NAL0006598560002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $413,242,344
- Total liabilities (EOY)
- $492,246
- Net assets (EOY)
- $412,750,098
- Net assets (BOY)
- $379,228,478
Income & contributions
- Employer contributions
- $26,956,291
- Total contributions
- $26,956,291
- Total income / additions
- $61,310,205
Expenses & distributions
- Benefits paid
- $25,046,005
- Administrative expenses
- $2,742,580
- Total expenses
- $27,788,585
- Net increase / (decrease)
- $33,521,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Realty Advisors, LLC | NONE | $456,338 | not reported in the loaded dataset | 2023 |
| Rubinbrown Llp | NONE | $371,910 | not reported in the loaded dataset | 2023 |
| Brownstein Hyatt Farber Schreck Llp | NONE | $332,598 | not reported in the loaded dataset | 2023 |
| Benesys Administrators | NONE | $241,220 | not reported in the loaded dataset | 2023 |
| Nis Of America, LLC | NONE | $195,143 | not reported in the loaded dataset | 2023 |
| Baron Capital Management, Inc. | NONE | $180,427 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $92,595 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $63,091 | not reported in the loaded dataset | 2023 |
| Midwest Institutional Trust Service | NONE | $39,187 | $0 | 2023 |
| Bmo Harris Bank | NONE | $28,451 | $0 | 2023 |
| Smart Source | NONE | $12,973 | not reported in the loaded dataset | 2023 |
| Iron Mountain Incorporated | NONE | $12,235 | not reported in the loaded dataset | 2023 |
| Ua Local 525 | AFFILIATED UNION LOCAL | $8,178 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Gov. Comm. Plumbers And Pipefitters Local Union No. 525
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Las Vegas, NV
- American Realty Advisors, LLC — Schedule C compensation
- Rubinbrown Llp — Schedule C compensation
- Brownstein Hyatt Farber Schreck Llp — Schedule C compensation
- Benesys Administrators — Schedule C compensation
- Nis Of America, LLC — Schedule C compensation
- Baron Capital Management, Inc. — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Midwest Institutional Trust Service — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- Smart Source — Schedule C compensation
- Iron Mountain Incorporated — Schedule C compensation
- Ua Local 525 — Schedule C compensation