Plumbers And Steamfitters Local 396 Pension Fund — Form 5500 plan (Plumbers And Steamfitters Local 396)
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 And Steamfitters Local 396 Pension Fund is a benefit plan reported by Plumbers And Steamfitters Local 396 under EIN 34-6727007 and plan number 001. The latest loaded filing year is 2023. The filing reports 774 participants and $83,164,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Steamfitters Local 396
- EIN
- 34-6727007
- Plan number
- 001
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 774
- End-of-year plan assets
- $83,164,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 774 | H, C | 20250405053008NAL0015060977002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,164,068
- Total liabilities (EOY)
- $86,504
- Net assets (EOY)
- $83,077,564
- Net assets (BOY)
- $73,355,253
Income & contributions
- Employer contributions
- $6,900,147
- Total contributions
- $6,900,147
- Total income / additions
- $15,446,796
Expenses & distributions
- Benefits paid
- $5,401,927
- Administrative expenses
- $322,558
- Total expenses
- $5,724,485
- Net increase / (decrease)
- $9,722,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | THIRD PARTY ADMINISTRATOR | $76,452 | not reported in the loaded dataset | 2023 |
| Cuni, Rust, & Strenk | ACTUARY | $47,425 | not reported in the loaded dataset | 2023 |
| Segal Advisors, Inc | INVESTMENT CONSULTANT | $38,000 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | INVESTMENT MANAGER | $29,402 | not reported in the loaded dataset | 2023 |
| Plumbers Local 396 Combined Funds | COLLECTION AGENCY | $27,992 | not reported in the loaded dataset | 2023 |
| Pbgc Premium | NONE | $27,090 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | ATTORNEY | $22,904 | not reported in the loaded dataset | 2023 |
| Comerica | INVESTMENT MANAGER | $21,015 | $0 | 2023 |
| Yurchyk & Davis Cpa'S, Inc | AUDITOR | $9,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Steamfitters Local 396
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Benesys — Schedule C compensation
- Cuni, Rust, & Strenk — Schedule C compensation
- Segal Advisors, Inc — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Plumbers Local 396 Combined Funds — Schedule C compensation
- Pbgc Premium — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Comerica — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc — Schedule C compensation