2023 Form 5500 filing — Plumbers Local Union No. 16 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 20250108153305NAL0022551346001) for Plumbers Local Union No. 16 Pension Plan, reported by Board Of Trustees Plumbers Local Union No. 16 Pension Plan under EIN 47-6045942 and plan number 001. It reports 836 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108153305NAL0022551346001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers Local Union No. 16 Pension Plan
- EIN
- 47-6045942
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 836
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,840,822
- Total liabilities (EOY)
- $53,009
- Net assets (EOY)
- $92,787,813
- Employer contributions
- $3,583,946
- Total income / additions
- $14,180,725
- Benefits paid
- $4,545,628
- Administrative expenses
- $707,988
- Total expenses
- $5,253,616
- Net increase / (decrease)
- $8,927,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First National | NONE | $126,650 | not reported in the loaded dataset |
| Cottonwood Advisors | NONE | $76,129 | not reported in the loaded dataset |
| Kutak Rock | NONE | $68,958 | not reported in the loaded dataset |
| Harrison Street Real Estate Capital | NONE | $59,696 | not reported in the loaded dataset |
| Oaktree Capital Management, L.P. | NONE | $52,447 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $52,143 | not reported in the loaded dataset |
| First Actuarial Consulting, Inc. | NONE | $50,859 | not reported in the loaded dataset |
| Lutz | NONE | $46,300 | not reported in the loaded dataset |
| Brookfield Supercore Infrastructure | NONE | $40,942 | not reported in the loaded dataset |