Plumbers Local 68 Pension Plan Of Defined Contribution Benefits — Form 5500 plan (Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits)
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 Local 68 Pension Plan Of Defined Contribution Benefits is a benefit plan reported by Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits under EIN 90-1259351 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,846 participants and $60,303,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits
- EIN
- 90-1259351
- Plan number
- 001
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 2,846
- End-of-year plan assets
- $60,303,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,846 | H, C | 20250411195613NAL0026828913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,303,333
- Total liabilities (EOY)
- $195,855
- Net assets (EOY)
- $60,107,478
- Net assets (BOY)
- $56,354,157
Income & contributions
- Employer contributions
- $1,893,151
- Participant contributions
- $128,049
- Total contributions
- $2,021,200
- Total income / additions
- $7,827,987
Expenses & distributions
- Benefits paid
- $2,427,894
- Administrative expenses
- $1,646,772
- Total expenses
- $4,074,666
- Net increase / (decrease)
- $3,753,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | not reported in the loaded dataset | $293,062 | not reported in the loaded dataset | 2023 |
| Issi | not reported in the loaded dataset | $237,957 | not reported in the loaded dataset | 2023 |
| David Bowman | not reported in the loaded dataset | $125,997 | not reported in the loaded dataset | 2023 |
| Harper & Pearson Company Pc | not reported in the loaded dataset | $106,943 | $0 | 2023 |
| Denice Meidinger | not reported in the loaded dataset | $71,642 | not reported in the loaded dataset | 2023 |
| Wendy Clements | not reported in the loaded dataset | $69,351 | not reported in the loaded dataset | 2023 |
| Tinia Simmons | not reported in the loaded dataset | $69,339 | not reported in the loaded dataset | 2023 |
| Samantha Adkinson | not reported in the loaded dataset | $64,929 | not reported in the loaded dataset | 2023 |
| Patrick Flynn | not reported in the loaded dataset | $45,738 | not reported in the loaded dataset | 2023 |
| Hapjac | not reported in the loaded dataset | $36,000 | not reported in the loaded dataset | 2023 |
| Dena Walters | not reported in the loaded dataset | $20,775 | not reported in the loaded dataset | 2023 |
| Segal | not reported in the loaded dataset | $11,955 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Morgan Stanley — Schedule C compensation
- Issi — Schedule C compensation
- David Bowman — Schedule C compensation
- Harper & Pearson Company Pc — Schedule C compensation
- Denice Meidinger — Schedule C compensation
- Wendy Clements — Schedule C compensation
- Tinia Simmons — Schedule C compensation
- Samantha Adkinson — Schedule C compensation
- Patrick Flynn — Schedule C compensation
- Hapjac — Schedule C compensation
- Dena Walters — Schedule C compensation
- Segal — Schedule C compensation