2023 Form 5500 filing — Plumbers Local No 98 Defined Benefit Pension Fund
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 20241010100029NAL0009885987002) for Plumbers Local No 98 Defined Benefit Pension Fund, reported by Plumbers Local 98 Defined Benefit Pension Fund under EIN 38-3031916 and plan number 001. It reports 2,501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010100029NAL0009885987002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local 98 Defined Benefit Pension Fund
- EIN
- 38-3031916
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 2,501
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $257,560,148
- Total liabilities (EOY)
- $171,729
- Net assets (EOY)
- $257,388,419
- Employer contributions
- $26,142,354
- Total income / additions
- $54,323,120
- Benefits paid
- $21,111,675
- Administrative expenses
- $1,128,524
- Total expenses
- $22,240,199
- Net increase / (decrease)
- $32,082,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $256,826 | not reported in the loaded dataset |
| National Investment Services | NONE | $124,031 | not reported in the loaded dataset |
| Strategic Capital Investment Advr. | NONE | $92,925 | not reported in the loaded dataset |
| Nickle & Saph, Inc | NONE | $57,745 | not reported in the loaded dataset |
| The Segal Company Inc. | NONE | $56,721 | not reported in the loaded dataset |
| Asher Kelly Law | NONE | $47,393 | not reported in the loaded dataset |
| American Graphics Printing Co | NONE | $28,434 | not reported in the loaded dataset |
| Bultynck & Co., Pllc | NONE | $22,500 | not reported in the loaded dataset |
| Comerica Bank | NONE | $8,891 | not reported in the loaded dataset |