Plumbers Pipefitters Local No 776 Profit Sharing Annuity Plan — Form 5500 plan (Board Of Trustees Plumbers Pipe Profit Sharing Annuity 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 No 776 Profit Sharing Annuity Plan is a benefit plan reported by Board Of Trustees Plumbers Pipe Profit Sharing Annuity Plan under EIN 34-1719466 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,261 participants and $55,798,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers Pipe Profit Sharing Annuity Plan
- EIN
- 34-1719466
- Plan number
- 001
- Plan type
- 1
- Location
- Holland, OH
- Latest filing year
- 2023
- Participants
- 2,261
- End-of-year plan assets
- $55,798,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,261 | H, C | 20250812075006NAL0017793762001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,798,374
- Total liabilities (EOY)
- $119,074
- Net assets (EOY)
- $55,679,300
- Net assets (BOY)
- $43,951,729
Income & contributions
- Employer contributions
- $4,769,426
- Participant contributions
- $49,848
- Total contributions
- $4,822,579
- Total income / additions
- $15,626,951
Expenses & distributions
- Benefits paid
- $3,596,319
- Administrative expenses
- $303,061
- Total expenses
- $3,899,380
- Net increase / (decrease)
- $11,727,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $130,530 | not reported in the loaded dataset | 2023 |
| Northwestern Ohio Administrators | NONE | $70,443 | not reported in the loaded dataset | 2023 |
| Allotta Farley Llp | NONE | $19,386 | not reported in the loaded dataset | 2023 |
| Andco | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Mariner Institutional LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers Pipe Profit Sharing Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Holland, OH
- John Hancock Retirement Plan Servic — Schedule C compensation
- Northwestern Ohio Administrators — Schedule C compensation
- Allotta Farley Llp — Schedule C compensation
- Andco — Schedule C compensation
- Mariner Institutional LLC — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation