2023 Form 5500 filing — Pension Plan Of The Plumbers And Steamfitters Local Union No. 33 Retirement Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009104508NAL0019036721006) for Pension Plan Of The Plumbers And Steamfitters Local Union No. 33 Retirement Trust, reported by Plumbers And Steamfitters Local Union No. 33 Retirement Trust under EIN 42-6086687 and plan number 001. It reports 2,009 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009104508NAL0019036721006
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Steamfitters Local Union No. 33 Retirement Trust
- EIN
- 42-6086687
- Plan number
- 001
- Location
- Des Moines, IA
- Participants
- 2,009
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $293,488,214
- Total liabilities (EOY)
- $260,244
- Net assets (EOY)
- $293,227,970
- Employer contributions
- $21,959,472
- Total income / additions
- $51,128,155
- Benefits paid
- $15,756,637
- Administrative expenses
- $1,616,393
- Total expenses
- $17,373,030
- Net increase / (decrease)
- $33,755,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Chase Bank | not reported in the loaded dataset | $279,075 | not reported in the loaded dataset |
| Global Trust Company | not reported in the loaded dataset | $144,454 | not reported in the loaded dataset |
| Jama Barbour | not reported in the loaded dataset | $110,111 | not reported in the loaded dataset |
| Wells Capital Management | not reported in the loaded dataset | $107,050 | $0 |
| Barings International Inv Ltd | not reported in the loaded dataset | $105,825 | not reported in the loaded dataset |
| Asset Consulting Group | not reported in the loaded dataset | $88,000 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $79,081 | $8,758 |
| Basys, Inc. | not reported in the loaded dataset | $83,259 | not reported in the loaded dataset |
| Jordyn Cox | not reported in the loaded dataset | $68,066 | not reported in the loaded dataset |
| Fox Rothschild | not reported in the loaded dataset | $61,048 | not reported in the loaded dataset |
| Pioneer Institutional Asset Mgmt | not reported in the loaded dataset | $45,670 | not reported in the loaded dataset |
| Income Research & Management | not reported in the loaded dataset | $41,571 | not reported in the loaded dataset |
| Deboer & Associates, Pc | not reported in the loaded dataset | $37,505 | not reported in the loaded dataset |
| Jamie Kooyman | not reported in the loaded dataset | $33,981 | not reported in the loaded dataset |
| Iowa State Bank | not reported in the loaded dataset | $21,400 | not reported in the loaded dataset |