Plumbers Lu No 690 Supplemental Retirement Plan — Form 5500 plan (Bd Of Tees Of Plumbers Lu No 690 Srp)
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 Lu No 690 Supplemental Retirement Plan is a benefit plan reported by Bd Of Tees Of Plumbers Lu No 690 Srp under EIN 23-2487320 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,724 participants and $144,295,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tees Of Plumbers Lu No 690 Srp
- EIN
- 23-2487320
- Plan number
- 003
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,724
- End-of-year plan assets
- $144,295,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,724 | H, C | 20241015175117NAL0059025762002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,295,208
- Total liabilities (EOY)
- $140,365
- Net assets (EOY)
- $144,154,843
- Net assets (BOY)
- $132,132,317
Income & contributions
- Employer contributions
- $10,189,560
- Total contributions
- $10,189,560
- Total income / additions
- $21,539,765
Expenses & distributions
- Benefits paid
- $8,513,844
- Administrative expenses
- $1,003,395
- Total expenses
- $9,517,239
- Net increase / (decrease)
- $12,022,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boyd Watterson Asset Mgmt. | NONE | $350,688 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $129,390 | $0 | 2023 |
| Loomis Sayles & Company L.P. | NONE | $85,251 | $0 | 2023 |
| Hardman Johnston Global Advisors | NONE | $67,031 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $18,961 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $10,974 | $0 | 2023 |
| The Mckeogh Company | NONE | $9,900 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $8,877 | not reported in the loaded dataset | 2023 |
| Plumbers Local Union No. 690 | AFFILIATE | $7,811 | not reported in the loaded dataset | 2023 |
| Daniel A. Winters & Company, Cpas | NONE | $7,538 | not reported in the loaded dataset | 2023 |
| Kang Haggerty & Fetbroyt | NONE | $6,533 | not reported in the loaded dataset | 2023 |
| Capstone Insurance | NONE | $5,936 | $0 | 2023 |
| Investment Performance Services LLC | NONE | $5,368 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tees Of Plumbers Lu No 690 Srp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Boyd Watterson Asset Mgmt. — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Loomis Sayles & Company L.P. — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Plumbers Local Union No. 690 — Schedule C compensation
- Daniel A. Winters & Company, Cpas — Schedule C compensation
- Kang Haggerty & Fetbroyt — Schedule C compensation
- Capstone Insurance — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation