Steamfitters Surety Fund Local Union No 475 — Form 5500 plan (Board Of Trustees Steamfitters Surety Fund Local 475)
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, Steamfitters Surety Fund Local Union No 475 is a benefit plan reported by Board Of Trustees Steamfitters Surety Fund Local 475 under EIN 22-2351695 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,702 participants and $165,215,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Steamfitters Surety Fund Local 475
- EIN
- 22-2351695
- Plan number
- 004
- Plan type
- 1
- Location
- Warren, NJ
- Latest filing year
- 2023
- Participants
- 1,702
- End-of-year plan assets
- $165,215,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,702 | H, C | 20241014134142NAL0026297089003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $165,215,693
- Total liabilities (EOY)
- $230,569
- Net assets (EOY)
- $164,985,124
- Net assets (BOY)
- $152,063,619
Income & contributions
- Employer contributions
- $8,551,323
- Total contributions
- $8,551,718
- Total income / additions
- $24,566,444
Expenses & distributions
- Benefits paid
- $11,364,035
- Administrative expenses
- $280,904
- Total expenses
- $11,644,939
- Net increase / (decrease)
- $12,921,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mspc Cpas & Advisors, P.C. | NONE | $24,246 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $23,262 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,674 | $0 | 2023 |
| Lindabury, Mccormick, Estabrook | NONE | $9,142 | not reported in the loaded dataset | 2023 |
| Larry Magarik, Esq | not reported in the loaded dataset | $6,820 | not reported in the loaded dataset | 2023 |
| Blackrock | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Fidelity Investments | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Franklin Templeton | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Invesco | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Mfs Investment Management | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| T. Rowe Price | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Vanguard | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Ab Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Great West Life & Annuity Insurance | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Alta Trust | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Massachusetts Mutual Life Ins Co | CONTRACT ADMINISTRATOR | $0 | $0 | 2023 |
| American Century | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Steamfitters Surety Fund Local 475
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Warren, NJ
- Mspc Cpas & Advisors, P.C. — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Lindabury, Mccormick, Estabrook — Schedule C compensation
- Larry Magarik, Esq — Schedule C compensation
- Blackrock — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Invesco — Schedule C compensation
- Mfs Investment Management — Schedule C compensation
- T. Rowe Price — Schedule C compensation
- Vanguard — Schedule C compensation
- Ab Funds — Schedule C compensation
- Great West Life & Annuity Insurance — Schedule C compensation
- Alta Trust — Schedule C compensation
- Massachusetts Mutual Life Ins Co — Schedule C compensation
- American Century — Schedule C compensation
- American Funds — Schedule C compensation