Plumbers & Pipefitters Local 9 Surety Plan — Form 5500 plan (Plumbers And Pipefitters Local 9 Surety Fund)
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 & Pipefitters Local 9 Surety Plan is a benefit plan reported by Plumbers And Pipefitters Local 9 Surety Fund under EIN 22-2383293 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,678 participants and $287,464,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Pipefitters Local 9 Surety Fund
- EIN
- 22-2383293
- Plan number
- 001
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 2,678
- End-of-year plan assets
- $287,464,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,678 | H, C | 20250326141331NAL0015939313002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $287,464,744
- Total liabilities (EOY)
- $49,556
- Net assets (EOY)
- $287,415,188
- Net assets (BOY)
- $257,262,178
Income & contributions
- Employer contributions
- $19,110,709
- Total contributions
- $19,110,798
- Total income / additions
- $49,172,398
Expenses & distributions
- Benefits paid
- $18,634,635
- Administrative expenses
- $384,753
- Total expenses
- $19,019,388
- Net increase / (decrease)
- $30,153,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ie Shaffer & Co. | NONE | $204,980 | not reported in the loaded dataset | 2023 |
| Gerson & Associates Cpas And Adv Pc | NONE | $46,142 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $45,297 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $23,500 | not reported in the loaded dataset | 2023 |
| Pellettieri, Rabstein, & Altman | NONE | $21,377 | not reported in the loaded dataset | 2023 |
| Lindabury, Mccormick, Estabrook, Co | NONE | $11,152 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Pipefitters Local 9 Surety Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- Ie Shaffer & Co. — Schedule C compensation
- Gerson & Associates Cpas And Adv Pc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Pellettieri, Rabstein, & Altman — Schedule C compensation
- Lindabury, Mccormick, Estabrook, Co — Schedule C compensation