Plumbers Local No 98 Defined Contribution Pension Plan — Form 5500 plan (Joint Board Of Trustee Plumbers 98 Defined Contribution 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 Local No 98 Defined Contribution Pension Plan is a benefit plan reported by Joint Board Of Trustee Plumbers 98 Defined Contribution Pension Plan under EIN 38-3155388 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,462 participants and $74,336,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustee Plumbers 98 Defined Contribution Pension Plan
- EIN
- 38-3155388
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,462
- End-of-year plan assets
- $74,336,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,462 | H, C | 20241010100029NAL0009885987003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,336,025
- Total liabilities (EOY)
- $68,598
- Net assets (EOY)
- $74,267,427
- Net assets (BOY)
- $64,323,092
Income & contributions
- Employer contributions
- $1,952,242
- Participant contributions
- $1,646,527
- Total contributions
- $3,598,769
- Total income / additions
- $15,018,405
Expenses & distributions
- Benefits paid
- $4,817,624
- Administrative expenses
- $256,446
- Total expenses
- $5,074,070
- Net increase / (decrease)
- $9,944,335
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $111,422 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Asher Kelly Law | NONE | $23,362 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co | NONE | $10,235 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustee Plumbers 98 Defined Contribution Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Asher Kelly Law — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- American Graphics Printing Co — Schedule C compensation