Plumbers & Pipefitters U.A. Local 85 Pension Plan — Form 5500 plan (Joint Board Of Trustees Plumbers & Pipefitters U.A. Local 85 Pension)
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 & Pipefitters U.A. Local 85 Pension Plan is a benefit plan reported by Joint Board Of Trustees Plumbers & Pipefitters U.A. Local 85 Pension under EIN 38-1752138 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,779 participants and $164,566,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Plumbers & Pipefitters U.A. Local 85 Pension
- EIN
- 38-1752138
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,779
- End-of-year plan assets
- $164,566,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,779 | H, C | 20241014114510NAL0014864707005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $164,566,671
- Total liabilities (EOY)
- $40,048
- Net assets (EOY)
- $164,526,623
- Net assets (BOY)
- $150,001,544
Income & contributions
- Employer contributions
- $12,045,836
- Total contributions
- $12,045,836
- Total income / additions
- $31,552,884
Expenses & distributions
- Benefits paid
- $16,385,453
- Administrative expenses
- $642,352
- Total expenses
- $17,027,805
- Net increase / (decrease)
- $14,525,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marquette Associates, Inc. | NONE | $148,750 | not reported in the loaded dataset | 2023 |
| Novara, Tesija & Catenacci, Pllc | NONE | $115,110 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $88,531 | not reported in the loaded dataset | 2023 |
| Fiduciary Management, Inc. | NONE | $59,054 | not reported in the loaded dataset | 2023 |
| Plumbers & Pipefitters Ua Local 85 | CONTRIBUTING EMPLOYER | $57,841 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $35,818 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway, & Nichols | NONE | $18,472 | not reported in the loaded dataset | 2023 |
| Macqueen And Associates | NONE | $17,966 | not reported in the loaded dataset | 2023 |
| Reimold Printing | NONE | $5,795 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Plumbers & Pipefitters U.A. Local 85 Pension
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Marquette Associates, Inc. — Schedule C compensation
- Novara, Tesija & Catenacci, Pllc — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Fiduciary Management, Inc. — Schedule C compensation
- Plumbers & Pipefitters Ua Local 85 — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- Stefansky, Holloway, & Nichols — Schedule C compensation
- Macqueen And Associates — Schedule C compensation
- Reimold Printing — Schedule C compensation