2023 Form 5500 filing — Upper Peninsula Plumbers Pipefitters Defined Contribution 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 20250122091506NAL0008652546001) for Upper Peninsula Plumbers Pipefitters Defined Contribution Plan, reported by Trustees Of The Upper Peninsula Plumbers And Pipefitters Defined under EIN 38-3296005 and plan number 001. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250122091506NAL0008652546001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Upper Peninsula Plumbers And Pipefitters Defined
- EIN
- 38-3296005
- Plan number
- 001
- Location
- Greendale, WI
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,852,204
- Total liabilities (EOY)
- $9,978
- Net assets (EOY)
- $23,842,226
- Employer contributions
- $1,006,608
- Participant contributions
- $113,419
- Total income / additions
- $5,203,264
- Benefits paid
- $1,177,790
- Administrative expenses
- $157,949
- Total expenses
- $1,335,739
- Net increase / (decrease)
- $3,867,525
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | NONE | $55,488 | $0 |
| Novara Tesija, Pllc | NONE | $42,654 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $24,265 | not reported in the loaded dataset |
| Marquette Associates | NONE | $12,000 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $10,650 | not reported in the loaded dataset |