Steamfitters Local 439 Supplemental Retirement Trust — 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 Supplemental Retirement Trust is a benefit plan reported by Steamfitters Local 439 under EIN 37-1186815 and plan number 002. The latest loaded filing year is 2023. The filing reports 186 participants and $37,930,442 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
- 002
- Plan type
- 1
- Location
- Caseyville, IL
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $37,930,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241011140009NAL0021995137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,930,442
- Total liabilities (EOY)
- $7,831
- Net assets (EOY)
- $37,922,611
- Net assets (BOY)
- $31,544,816
Income & contributions
- Employer contributions
- $1,519,897
- Participant contributions
- $380,335
- Total contributions
- $1,900,232
- Total income / additions
- $7,478,622
Expenses & distributions
- Benefits paid
- $1,028,328
- Administrative expenses
- $72,499
- Total expenses
- $1,100,827
- Net increase / (decrease)
- $6,377,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ekon Advisors | NONE | $49,021 | not reported in the loaded dataset | 2023 |
| Ekon Benefits | NONE | $0 | $33,629 | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Hammond And Shinners, P.C. | NONE | $3,005 | 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
- Ekon Advisors — Schedule C compensation
- Ekon Benefits — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- Hammond And Shinners, P.C. — Schedule C compensation