Plumbers & Pipefitters Local 162 Retirement Savings Plan — Form 5500 plan (Plumbers And Pipefitters Local 162 Retirement Savings Plan)
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 162 Retirement Savings Plan is a benefit plan reported by Plumbers And Pipefitters Local 162 Retirement Savings Plan under EIN 31-1387429 and plan number 002. The latest loaded filing year is 2023. The filing reports 664 participants and $51,530,904 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Pipefitters Local 162 Retirement Savings Plan
- EIN
- 31-1387429
- Plan number
- 002
- Plan type
- 1
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 664
- End-of-year plan assets
- $51,530,904
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 664 | H, C | 20241008093516NAL0017356513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,530,904
- Total liabilities (EOY)
- $63,137
- Net assets (EOY)
- $51,467,767
- Net assets (BOY)
- $41,902,311
Income & contributions
- Employer contributions
- $2,423,607
- Participant contributions
- $92,339
- Total contributions
- $2,515,946
- Total income / additions
- $11,357,714
Expenses & distributions
- Benefits paid
- $1,678,610
- Administrative expenses
- $113,648
- Total expenses
- $1,792,258
- Net increase / (decrease)
- $9,565,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $42,150 | $0 | 2023 |
| Strategic Capital Investment Advis | NONE | $23,276 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Umr | NONE | $17,960 | not reported in the loaded dataset | 2023 |
| Ledbetter & Parisi, LLC | NONE | $14,184 | not reported in the loaded dataset | 2023 |
| Healthscope Benefits | NONE | $9,853 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $6,781 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Pipefitters Local 162 Retirement Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Strategic Capital Investment Advis — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Umr — Schedule C compensation
- Ledbetter & Parisi, LLC — Schedule C compensation
- Healthscope Benefits — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation