U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Educational Reimb. Scholarship And Vacation Plan — Form 5500 plan (Board Of Trustees, U.A. Union Lo 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 Educational Reimb. Scholarship And Vacation Plan is a benefit plan reported by Board Of Trustees, U.A. Union Lo No 290 Plumber, under EIN 93-1255764 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,678 participants and $15,284,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, U.A. Union Lo No 290 Plumber,
- EIN
- 93-1255764
- Plan number
- 501
- Plan type
- 1
- Location
- Tualatin, OR
- Latest filing year
- 2023
- Participants
- 3,678
- End-of-year plan assets
- $15,284,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,678 | H, C | 20241015165622NAL0015120963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,284,058
- Total liabilities (EOY)
- $1,367,780
- Net assets (EOY)
- $13,916,278
- Net assets (BOY)
- $11,792,669
Income & contributions
- Employer contributions
- $17,669,854
- Total contributions
- $17,669,854
- Total income / additions
- $18,864,370
Expenses & distributions
- Benefits paid
- $16,572,512
- Administrative expenses
- $168,249
- Total expenses
- $16,740,761
- Net increase / (decrease)
- $2,123,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $71,939 | not reported in the loaded dataset | 2023 |
| Tori A Geter | NONE | $28,579 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $17,400 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $13,148 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $6,963 | not reported in the loaded dataset | 2023 |
| Withum Smith + Brown Pc | NONE | $5,256 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, U.A. Union Lo 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
- Tori A Geter — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Us Bank — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Withum Smith + Brown Pc — Schedule C compensation