Wa State Plumbing And Pipefitting Industry Pension Plan — Form 5500 plan (Bot, Wa State Plumbing And Pipefitting Industry Pension 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, Wa State Plumbing And Pipefitting Industry Pension Plan is a benefit plan reported by Bot, Wa State Plumbing And Pipefitting Industry Pension Plan under EIN 91-6029141 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,084 participants and $1,167,239,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot, Wa State Plumbing And Pipefitting Industry Pension Plan
- EIN
- 91-6029141
- Plan number
- 001
- Plan type
- 1
- Location
- Bothell, WA
- Latest filing year
- 2023
- Participants
- 10,084
- End-of-year plan assets
- $1,167,239,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,084 | H, C | 20241009171656NAL0018814993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,167,239,019
- Total liabilities (EOY)
- $1,336,918
- Net assets (EOY)
- $1,165,902,101
- Net assets (BOY)
- $1,052,474,153
Income & contributions
- Employer contributions
- $55,942,452
- Total contributions
- $55,942,452
- Total income / additions
- $171,889,374
Expenses & distributions
- Benefits paid
- $53,646,098
- Administrative expenses
- $4,815,328
- Total expenses
- $58,461,426
- Net increase / (decrease)
- $113,427,948
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Washington Capital Management, Inc | NONE | $1,433,361 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions, Inc | NONE | $816,171 | not reported in the loaded dataset | 2023 |
| Quest Investment Management Inc. | NONE | $320,009 | $0 | 2023 |
| The Union Labor Life Insurance Co | NONE | $277,507 | $0 | 2023 |
| J.P. Morgan Investment Management | NONE | $262,067 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $236,473 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $215,807 | $0 | 2023 |
| Invesco Trust Company | NONE | $191,688 | not reported in the loaded dataset | 2023 |
| Us Bank N.A. | NONE | $122,489 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management | NONE | $86,928 | $0 | 2023 |
| Pnc Capital Advisors | NONE | $75,098 | not reported in the loaded dataset | 2023 |
| Verus | NONE | $67,500 | not reported in the loaded dataset | 2023 |
| Turner, Stoeve & Gagliardi, P.S. | NONE | $42,528 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $40,381 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $39,008 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $27,625 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $25,619 | 2023 |
| Anastasi Moore & Martin, Pllc | NONE | $20,060 | not reported in the loaded dataset | 2023 |
| Metlife Investment Management | NONE | $17,263 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $7,064 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot, Wa State Plumbing And Pipefitting Industry Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bothell, WA
- Washington Capital Management, Inc — Schedule C compensation
- Zenith American Solutions, Inc — Schedule C compensation
- Quest Investment Management Inc. — Schedule C compensation
- The Union Labor Life Insurance Co — Schedule C compensation
- J.P. Morgan Investment Management — Schedule C compensation
- Milliman — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Us Bank N.A. — Schedule C compensation
- Panagora Asset Management — Schedule C compensation
- Pnc Capital Advisors — Schedule C compensation
- Verus — Schedule C compensation
- Turner, Stoeve & Gagliardi, P.S. — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Anastasi Moore & Martin, Pllc — Schedule C compensation
- Metlife Investment Management — Schedule C compensation
- Iron Mountain — Schedule C compensation