2023 Form 5500 filing — Plumbers Local 68 Pension Plan Of Defined Contribution Benefits

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 20250411195613NAL0026828913001) for Plumbers Local 68 Pension Plan Of Defined Contribution Benefits, reported by Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits under EIN 90-1259351 and plan number 001. It reports 2,846 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)$60.1MReported net assets$60,107,478
Participants2.8K2,846
Provider compensation$1.2M12 Schedule C row(s)$1,153,688
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250411195613NAL0026828913001
Plan sponsor
Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits
EIN
90-1259351
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$60.3M total assets
Net assets$60.1MLiabilities$195.9K
Money in vs. money out
Total income / additions$7.8M
Total expenses$4.1M
Benefits paid / distributions$2.4M
Contributions
Employer$1.9M
Participant$128K
Full reported line items
Total assets (EOY)
$60,303,333
Total liabilities (EOY)
$195,855
Net assets (EOY)
$60,107,478
Employer contributions
$1,893,151
Participant contributions
$128,049
Total income / additions
$7,827,987
Benefits paid
$2,427,894
Administrative expenses
$1,646,772
Total expenses
$4,074,666
Net increase / (decrease)
$3,753,321
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Direct $293.1K
  2. 2
    Issi$238K
    Direct $238K
  3. 3
    Direct $126K
  4. 4
    Direct $106.9K · Indirect $0
  5. 5
    Direct $71.6K
  6. 6
    Direct $69.4K
  7. 7
    Direct $69.3K
  8. 8
    Direct $64.9K
  9. 9
    Direct $45.7K
  10. 10
    Hapjac$36K
    Direct $36K
  11. 11
    Direct $20.8K
  12. 12
    Segal$12K
    Direct $12K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250411195613NAL0026828913001 cover?
It is the 2023 Form 5500 filing for Plumbers Local 68 Pension Plan Of Defined Contribution Benefits, reported by Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits (EIN 90-1259351).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages