2023 Form 5500 filing — Plumbers Local 360 Pension Plan
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 20241015160830NAL0015046515001) for Plumbers Local 360 Pension Plan, reported by United Association Of Plumbers Local 360 under EIN 37-1186588 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160830NAL0015046515001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Association Of Plumbers Local 360
- EIN
- 37-1186588
- Plan number
- 001
- Location
- Collinsville, IL
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,466,724
- Total liabilities (EOY)
- $6,468
- Net assets (EOY)
- $28,460,256
- Employer contributions
- $1,317,573
- Total income / additions
- $4,548,663
- Benefits paid
- $1,333,307
- Administrative expenses
- $131,510
- Total expenses
- $1,464,817
- Net increase / (decrease)
- $3,083,846
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Susan M Baldus | EMPLOYEE | $72,896 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $40,290 | not reported in the loaded dataset |
| Ekon Advisors | NONE | $21,500 | not reported in the loaded dataset |
| Ekon Benefits | NONE | $19,650 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $8,033 | not reported in the loaded dataset |
| Hammond & Shinners Pc | NONE | $8,017 | not reported in the loaded dataset |
| Membertrak LLC | NONE | $5,398 | not reported in the loaded dataset |