Plumbers And Pipefitters Local No. 104 Pension Plan — Form 5500 plan (Plumbers & Pipefitters Local No 104 Union)
Plain-English plan 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, Plumbers And Pipefitters Local No. 104 Pension Plan is a benefit plan reported by Plumbers & Pipefitters Local No 104 Union under EIN 04-2746381 and plan number 001. The latest loaded filing year is 2023. The filing reports 765 participants and $108,414,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Pipefitters Local No 104 Union
- EIN
- 04-2746381
- Plan number
- 001
- Plan type
- 1
- Location
- Holyoke, MA
- Latest filing year
- 2023
- Participants
- 765
- End-of-year plan assets
- $108,414,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 765 | H, C | 20241009081827NAL0018903665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,414,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,414,884
- Net assets (BOY)
- $101,184,644
Income & contributions
- Employer contributions
- $5,210,397
- Total contributions
- $5,210,397
- Total income / additions
- $15,851,019
Expenses & distributions
- Benefits paid
- $7,625,561
- Administrative expenses
- $995,218
- Total expenses
- $8,620,779
- Net increase / (decrease)
- $7,230,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Insurance Company Of Ame | MANAGEMENT FEE | not reported in the loaded dataset | $49,608 | 2023 |
| Cbiz Rps | ACTUARY | $33,000 | not reported in the loaded dataset | 2023 |
| Lapier Dillon And Associates Pc | AUDITORS | $22,646 | not reported in the loaded dataset | 2023 |
| Carley Guilbert | PLAN ADMINISTRATOR | $17,638 | not reported in the loaded dataset | 2023 |
| Barbara Willet | ADMINISTRATIVE ASSISTANT | $8,743 | not reported in the loaded dataset | 2023 |
| Commonwealth Co | MANAGEMENT FEES | $7,500 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | INVESTMENT ADVISOR | $5,217 | not reported in the loaded dataset | 2023 |
| Krakow Souris And Landry | LEGAL COUNSEL | $5,115 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Pipefitters Local No 104 Union
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Holyoke, MA
- Prudential Insurance Company Of Ame — Schedule C compensation
- Cbiz Rps — Schedule C compensation
- Lapier Dillon And Associates Pc — Schedule C compensation
- Carley Guilbert — Schedule C compensation
- Barbara Willet — Schedule C compensation
- Commonwealth Co — Schedule C compensation
- Prudential Retirement Insurance And — Schedule C compensation
- Krakow Souris And Landry — Schedule C compensation