U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Retiree Health And Welfare Plan — Form 5500 plan (Board Of Trustees, U.A. Union Local No. 290 Plumber,)
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, U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Retiree Health And Welfare Plan is a benefit plan reported by Board Of Trustees, U.A. Union Local No. 290 Plumber, under EIN 93-1143759 and plan number 502. The latest loaded filing year is 2023. The filing reports 4,438 participants and $312,448,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, U.A. Union Local No. 290 Plumber,
- EIN
- 93-1143759
- Plan number
- 502
- Plan type
- 1
- Location
- Tualatin, OR
- Latest filing year
- 2023
- Participants
- 4,438
- End-of-year plan assets
- $312,448,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,438 | H, C | 20241015165927NAL0016925331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $312,448,948
- Total liabilities (EOY)
- $116,562
- Net assets (EOY)
- $312,332,386
- Net assets (BOY)
- $252,182,734
Income & contributions
- Employer contributions
- $24,984,940
- Total contributions
- $24,984,940
- Total income / additions
- $63,442,160
Expenses & distributions
- Benefits paid
- $2,587,938
- Administrative expenses
- $704,570
- Total expenses
- $3,292,508
- Net increase / (decrease)
- $60,149,652
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $205,664 | not reported in the loaded dataset | 2023 |
| Newton Investment Management | NONE | $153,927 | $0 | 2023 |
| Us Bank | NONE | $57,478 | $0 | 2023 |
| Western Asset Management Co. | NONE | $57,150 | not reported in the loaded dataset | 2023 |
| Voya Investment Management | NONE | $57,104 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $44,785 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $15,600 | not reported in the loaded dataset | 2023 |
| Mesirow Financial | NONE | $6,495 | not reported in the loaded dataset | 2023 |
| Withum Smith + Brown | NONE | $6,427 | not reported in the loaded dataset | 2023 |
| Brownstein Rask Llp | NONE | $5,697 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, U.A. Union Local No. 290 Plumber,
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Tualatin, OR
- Zenith American Solutions — Schedule C compensation
- Newton Investment Management — Schedule C compensation
- Us Bank — Schedule C compensation
- Western Asset Management Co. — Schedule C compensation
- Voya Investment Management — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Mesirow Financial — Schedule C compensation
- Withum Smith + Brown — Schedule C compensation
- Brownstein Rask Llp — Schedule C compensation