2023 Form 5500 filing — United Assn Of Journeymen Plumbers & Pipefitters Local 357 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 20250409163008NAL0012340899001) for United Assn Of Journeymen Plumbers & Pipefitters Local 357 Pension Plan, reported by Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 Pension under EIN 38-6152409 and plan number 001. It reports 1,083 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409163008NAL0012340899001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 Pension
- EIN
- 38-6152409
- Plan number
- 001
- Location
- Bingham Farms, MI
- Participants
- 1,083
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $181,894,184
- Total liabilities (EOY)
- $297,116
- Net assets (EOY)
- $181,597,068
- Employer contributions
- $12,717,114
- Total income / additions
- $32,513,448
- Benefits paid
- $9,846,290
- Administrative expenses
- $709,919
- Total expenses
- $10,556,209
- Net increase / (decrease)
- $21,957,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Novara, Tesija & Catenacci, Pllc | NONE | $88,822 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $70,172 | not reported in the loaded dataset |
| United Actuarial Services, Inc | NONE | $61,700 | not reported in the loaded dataset |
| National Investment Services | NONE | $60,593 | not reported in the loaded dataset |
| Ancora Advisors | NONE | $55,735 | not reported in the loaded dataset |
| Morgan Stanley Global Operations | NONE | $55,000 | not reported in the loaded dataset |
| Solxsys Administrative Solutions | NONE | $43,457 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $20,982 | not reported in the loaded dataset |
| Bultynck & Co., Pllc | NONE | $13,000 | not reported in the loaded dataset |
| Comerica Bank | NONE | $11,249 | $819 |
| Westend Advisors | NONE | $10,074 | not reported in the loaded dataset |