2023 Form 5500 filing — U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Educational Reimb. Scholarship And Vacation 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 20241015165622NAL0015120963001) for U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Educational Reimb. Scholarship And Vacation Plan, reported by Board Of Trustees, U.A. Union Lo No 290 Plumber, under EIN 93-1255764 and plan number 501. It reports 3,678 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$13.9MReported net assets$13,916,278
Participants3.7K3,678
Provider compensation$150.3K7 Schedule C row(s)$150,285
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015165622NAL0015120963001
- Plan sponsor
- Board Of Trustees, U.A. Union Lo No 290 Plumber,
- EIN
- 93-1255764
- Plan number
- 501
- Location
- Tualatin, OR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.3M total assets
Net assets$13.9MLiabilities$1.4M
Full reported line items
- Total assets (EOY)
- $15,284,058
- Total liabilities (EOY)
- $1,367,780
- Net assets (EOY)
- $13,916,278
- Employer contributions
- $17,669,854
- Total income / additions
- $18,864,370
- Benefits paid
- $16,572,512
- Administrative expenses
- $168,249
- Total expenses
- $16,740,761
- Net increase / (decrease)
- $2,123,609
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $71,939 | not reported in the loaded dataset |
| Tori A Geter | NONE | $28,579 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $17,400 | not reported in the loaded dataset |
| Us Bank | NONE | $13,148 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $7,000 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $6,963 | not reported in the loaded dataset |
| Withum Smith + Brown Pc | NONE | $5,256 | not reported in the loaded dataset |