Northwestern Ohio Plumbers And Pipefitters Retirement And Trust — Form 5500 plan (Board Of Trustees Northwestern Ohio Plumbers And Pipefitters)
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, Northwestern Ohio Plumbers And Pipefitters Retirement And Trust is a benefit plan reported by Board Of Trustees Northwestern Ohio Plumbers And Pipefitters under EIN 34-6668665 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,560 participants and $342,546,624 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Northwestern Ohio Plumbers And Pipefitters
- EIN
- 34-6668665
- Plan number
- 002
- Plan type
- 1
- Location
- Northwood, OH
- Latest filing year
- 2023
- Participants
- 4,560
- End-of-year plan assets
- $342,546,624
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,560 | H, C | 20240916160014NAL0000725843003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $342,546,624
- Total liabilities (EOY)
- $248,465
- Net assets (EOY)
- $342,298,159
- Net assets (BOY)
- $294,959,790
Income & contributions
- Employer contributions
- $13,345,595
- Total contributions
- $13,501,921
- Total income / additions
- $64,699,060
Expenses & distributions
- Benefits paid
- $16,977,266
- Administrative expenses
- $383,425
- Total expenses
- $17,360,691
- Net increase / (decrease)
- $47,338,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Novara Tesija Catenacci Mcdonald | NONE | $54,674 | not reported in the loaded dataset | 2023 |
| Fidelity Investment Instituional Op | NONE | $50,337 | $0 | 2023 |
| Marquette Associates Inc. | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $42,070 | not reported in the loaded dataset | 2023 |
| Titus & Urbanski, Inc. | AUDITOR | $21,000 | not reported in the loaded dataset | 2023 |
| Macqueen And Associates LLC | NONE | $10,104 | $649 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Northwestern Ohio Plumbers And Pipefitters
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Northwood, OH
- Novara Tesija Catenacci Mcdonald — Schedule C compensation
- Fidelity Investment Instituional Op — Schedule C compensation
- Marquette Associates Inc. — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Titus & Urbanski, Inc. — Schedule C compensation
- Macqueen And Associates LLC — Schedule C compensation