Steamfitters Local 439 Pension Plan — Form 5500 plan (Steamfitters Local 439)
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, Steamfitters Local 439 Pension Plan is a benefit plan reported by Steamfitters Local 439 under EIN 37-1186815 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $47,196,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steamfitters Local 439
- EIN
- 37-1186815
- Plan number
- 001
- Plan type
- 1
- Location
- Caseyville, IL
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $47,196,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241011135102NAL0010987075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,196,111
- Total liabilities (EOY)
- $70,488
- Net assets (EOY)
- $47,125,623
- Net assets (BOY)
- $41,205,564
Income & contributions
- Employer contributions
- $1,727,517
- Total contributions
- $1,731,569
- Total income / additions
- $8,829,272
Expenses & distributions
- Benefits paid
- $2,672,882
- Administrative expenses
- $236,331
- Total expenses
- $2,909,213
- Net increase / (decrease)
- $5,920,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ziegler Capital Management | NONE | $108,755 | $0 | 2023 |
| Us Bank | NONE | $32,866 | $0 | 2023 |
| Ekon Benefits | NONE | $30,600 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $30,178 | not reported in the loaded dataset | 2023 |
| Steamfitters Local 439 | UNION | $22,193 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Steamfitters Local 439
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Caseyville, IL
- Ziegler Capital Management — Schedule C compensation
- Us Bank — Schedule C compensation
- Ekon Benefits — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- Steamfitters Local 439 — Schedule C compensation