Plumbers And Steamfitters Local 166 Profit Sharing Annuity Plan — Form 5500 plan (Plumbers And Steamfitters Local 166)
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 166 Profit Sharing Annuity Plan is a benefit plan reported by Plumbers And Steamfitters Local 166 under EIN 35-1953097 and plan number 001. The latest loaded filing year is 2023. The filing reports 928 participants and $55,918,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Steamfitters Local 166
- EIN
- 35-1953097
- Plan number
- 001
- Plan type
- 1
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 928
- End-of-year plan assets
- $55,918,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 928 | H, C | 20250312121734NAL0019048273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,918,608
- Total liabilities (EOY)
- $33,867
- Net assets (EOY)
- $55,884,741
- Net assets (BOY)
- $48,453,672
Income & contributions
- Employer contributions
- $1,966,533
- Participant contributions
- $684,701
- Total contributions
- $2,651,749
- Total income / additions
- $11,778,410
Expenses & distributions
- Benefits paid
- $4,151,472
- Administrative expenses
- $195,869
- Total expenses
- $4,347,341
- Net increase / (decrease)
- $7,431,069
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $77,560 | $0 | 2023 |
| Benesys, Inc | not reported in the loaded dataset | $31,358 | not reported in the loaded dataset | 2023 |
| Andco Consulting/Mariner | not reported in the loaded dataset | $22,917 | not reported in the loaded dataset | 2023 |
| Whitinger & Company LLC | not reported in the loaded dataset | $22,500 | not reported in the loaded dataset | 2023 |
| Asherkelly | not reported in the loaded dataset | $15,626 | not reported in the loaded dataset | 2023 |
| Plumbers & Steamfitters Local 166 | not reported in the loaded dataset | $13,324 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Steamfitters Local 166
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Transamerica Retirement Solutions — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Andco Consulting/Mariner — Schedule C compensation
- Whitinger & Company LLC — Schedule C compensation
- Asherkelly — Schedule C compensation
- Plumbers & Steamfitters Local 166 — Schedule C compensation
- National Financial Services — Schedule C compensation