Plumbers And Steamfitters Local 440 Defined Contribution Plan — Form 5500 plan (Trustees Of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund)
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 440 Defined Contribution Plan is a benefit plan reported by Trustees Of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund under EIN 35-2078254 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,944 participants and $172,696,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund
- EIN
- 35-2078254
- Plan number
- 001
- Plan type
- 1
- Location
- Lafayette, IN
- Latest filing year
- 2023
- Participants
- 2,944
- End-of-year plan assets
- $172,696,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,944 | H, C | 20241226151506NAL0012895841002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $172,696,922
- Total liabilities (EOY)
- $385,757
- Net assets (EOY)
- $172,311,165
- Net assets (BOY)
- $143,877,132
Income & contributions
- Employer contributions
- $7,861,518
- Participant contributions
- $3,483,253
- Total contributions
- $11,399,063
- Total income / additions
- $37,503,768
Expenses & distributions
- Benefits paid
- $8,742,316
- Administrative expenses
- $327,419
- Total expenses
- $9,069,735
- Net increase / (decrease)
- $28,434,033
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group | NONE | $140,205 | not reported in the loaded dataset | 2023 |
| S.C. Miller & Company | NONE | $83,650 | not reported in the loaded dataset | 2023 |
| Mariner Institutional | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Co., Llp | NONE | $14,842 | not reported in the loaded dataset | 2023 |
| Johnson & Krol | NONE | $14,357 | not reported in the loaded dataset | 2023 |
| Black Horse | NONE | $14,272 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $13,340 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers/Steamfitters Local 440 Defined Cont Pens Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Lafayette, IN
- Newport Group — Schedule C compensation
- S.C. Miller & Company — Schedule C compensation
- Mariner Institutional — Schedule C compensation
- L.M. Henderson & Co., Llp — Schedule C compensation
- Johnson & Krol — Schedule C compensation
- Black Horse — Schedule C compensation
- Regions Bank — Schedule C compensation