Plumbers & Fitters Local 101 Restated Pension Plan — Form 5500 plan (Board Of Trustees Of Plumbers & Fitters Local 101 Pension Plan)

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 & Fitters Local 101 Restated Pension Plan is a benefit plan reported by Board Of Trustees Of Plumbers & Fitters Local 101 Pension Plan under EIN 37-6025801 and plan number 001. The latest loaded filing year is 2023. The filing reports 399 participants and $80,535,460 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Plumbers & Fitters Local 101 Pension Plan
EIN
37-6025801
Plan number
001
Plan type
1
Location
Belleville, IL
Latest filing year
2023
Participants
399
End-of-year plan assets
$80,535,460

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023399H, C20250714212047NAL0002369056001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,535,460
Total liabilities (EOY)
$56,265
Net assets (EOY)
$80,479,195
Net assets (BOY)
$66,817,602

Income & contributions

Employer contributions
$2,728,455
Participant contributions
$0
Total contributions
$2,728,455
Total income / additions
$17,614,142

Expenses & distributions

Benefits paid
$3,655,279
Administrative expenses
$297,270
Total expenses
$3,952,549
Net increase / (decrease)
$13,661,593

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Commerce Trust CompanyNONE$57,143not reported in the loaded dataset2023
Plumbers Local 25 Benefit Fund LLCUNION LOCAL$31,500not reported in the loaded dataset2023
Asb Capital ManagementNONE$29,808not reported in the loaded dataset2023
Marinter Institutional LLCNONE$29,000not reported in the loaded dataset2023
Ekon BenefitsNONE$27,190not reported in the loaded dataset2023
Rbc Global Asset Management (Us)IncNONE$22,647$02023
Scheffel BoyleNONE$16,800not reported in the loaded dataset2023
Charles L. Crane Agency CompanyNONE$15,589not reported in the loaded dataset2023
Hammond And Shinners PcNONE$10,861not reported in the loaded dataset2023
Bmo Harris Bank N.A.NONE$3,895not reported in the loaded dataset2023

Related Form 5500 pages