Plumbers And Pipefitters Local 99 401k Fund — Form 5500 plan (Board Of Trustees Of Plumbers And Pipefitters Local 99 401k 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 Pipefitters Local 99 401k Fund is a benefit plan reported by Board Of Trustees Of Plumbers And Pipefitters Local 99 401k Fund under EIN 36-4472995 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $12,567,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Plumbers And Pipefitters Local 99 401k Fund
- EIN
- 36-4472995
- Plan number
- 001
- Plan type
- 1
- Location
- Moline, IL
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $12,567,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20241008104327NAL0008271427004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,567,407
- Total liabilities (EOY)
- $41,499
- Net assets (EOY)
- $12,525,908
- Net assets (BOY)
- $9,304,367
Income & contributions
- Employer contributions
- $961,314
- Participant contributions
- $676,797
- Total contributions
- $1,638,111
- Total income / additions
- $3,591,528
Expenses & distributions
- Benefits paid
- $292,164
- Administrative expenses
- $65,405
- Total expenses
- $369,987
- Net increase / (decrease)
- $3,221,541
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| P&P Local 25 Benefit Fund LLC | NONE | $22,409 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, LLC | NONE | $11,364 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach And Newman | NONE | $9,605 | not reported in the loaded dataset | 2023 |
| Laner Muchin | NONE | $8,148 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Plumbers And Pipefitters Local 99 401k Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Moline, IL
- P&P Local 25 Benefit Fund LLC — Schedule C compensation
- Romolo & Associates, LLC — Schedule C compensation
- Baum Sigman Auerbach And Newman — Schedule C compensation
- Laner Muchin — Schedule C compensation