Plumbers & Pipefitters Local 162 Pension Fund — Form 5500 plan (Plumbers & Pipefitters Local 162)
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 Pension Fund is a benefit plan reported by Plumbers & Pipefitters Local 162 under EIN 31-6125999 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,111 participants and $80,411,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Pipefitters Local 162
- EIN
- 31-6125999
- Plan number
- 001
- Plan type
- 1
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 1,111
- End-of-year plan assets
- $80,411,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,111 | H, C | 20241008093359NAL0028270848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,411,910
- Total liabilities (EOY)
- $165,610
- Net assets (EOY)
- $80,246,300
- Net assets (BOY)
- $71,248,301
Income & contributions
- Employer contributions
- $6,730,080
- Total contributions
- $6,730,080
- Total income / additions
- $16,126,228
Expenses & distributions
- Benefits paid
- $6,601,924
- Administrative expenses
- $526,305
- Total expenses
- $7,128,229
- Net increase / (decrease)
- $8,997,999
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Capital Investment Adviso | NONE | $121,604 | not reported in the loaded dataset | 2023 |
| United Actuarial | NONE | $56,600 | not reported in the loaded dataset | 2023 |
| Healthscope Benefits | NONE | $55,037 | not reported in the loaded dataset | 2023 |
| Blue & Co., LLC | NONE | $32,875 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $32,648 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi, LLC | NONE | $26,214 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $22,605 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $16,073 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Pipefitters Local 162
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Strategic Capital Investment Adviso — Schedule C compensation
- United Actuarial — Schedule C compensation
- Healthscope Benefits — Schedule C compensation
- Blue & Co., LLC — Schedule C compensation
- National Investment Services — Schedule C compensation
- Ledbetter Parisi, LLC — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Washington Capital Management — Schedule C compensation