Plumbers Retirement Fund — Form 5500 plan (Board Of Trustees Plumbers Local 27 Retirement 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 Retirement Fund is a benefit plan reported by Board Of Trustees Plumbers Local 27 Retirement Fund under EIN 25-6110016 and plan number 001. The latest loaded filing year is 2023. The filing reports 930 participants and $124,029,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers Local 27 Retirement Fund
- EIN
- 25-6110016
- Plan number
- 001
- Plan type
- 1
- Location
- Harmony, PA
- Latest filing year
- 2023
- Participants
- 930
- End-of-year plan assets
- $124,029,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 930 | H, C | 20241011084507NAL0012298131004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $124,029,153
- Total liabilities (EOY)
- $307,904
- Net assets (EOY)
- $123,721,249
- Net assets (BOY)
- $112,187,136
Income & contributions
- Employer contributions
- $3,411,572
- Participant contributions
- $58,767
- Total contributions
- $3,470,339
- Total income / additions
- $20,934,311
Expenses & distributions
- Benefits paid
- $9,134,460
- Administrative expenses
- $265,738
- Total expenses
- $9,400,198
- Net increase / (decrease)
- $11,534,113
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Trust Company | NONE | $131,686 | not reported in the loaded dataset | 2023 |
| Cds Administrators | NONE | $47,200 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $43,750 | not reported in the loaded dataset | 2023 |
| Cypher & Cypher | NONE | $9,229 | not reported in the loaded dataset | 2023 |
| Jubelirer Pass & Intrieri P.C. | NONE | $7,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers Local 27 Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harmony, PA
- Newport Trust Company — Schedule C compensation
- Cds Administrators — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Cypher & Cypher — Schedule C compensation
- Jubelirer Pass & Intrieri P.C. — Schedule C compensation