Plumbers And Pipefitters Local Union No 333 Pension Fund — Form 5500 plan (Joint Board Plumbers & Pipefitters Local Union No. 333 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 And Pipefitters Local Union No 333 Pension Fund is a benefit plan reported by Joint Board Plumbers & Pipefitters Local Union No. 333 Pension under EIN 38-3545518 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,386 participants and $267,728,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Plumbers & Pipefitters Local Union No. 333 Pension
- EIN
- 38-3545518
- Plan number
- 005
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 1,386
- End-of-year plan assets
- $267,728,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,386 | H, C | 20250303131507NAL0009498624002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $267,728,895
- Total liabilities (EOY)
- $978,555
- Net assets (EOY)
- $266,750,340
- Net assets (BOY)
- $231,733,613
Income & contributions
- Employer contributions
- $16,639,753
- Total contributions
- $16,639,753
- Total income / additions
- $48,271,866
Expenses & distributions
- Benefits paid
- $12,548,462
- Administrative expenses
- $706,677
- Total expenses
- $13,255,139
- Net increase / (decrease)
- $35,016,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Novara, Tesija & Catenacci, Pllc | NONE | $91,564 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $88,950 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $86,999 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $76,575 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $67,559 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $43,940 | not reported in the loaded dataset | 2023 |
| Macqueen And Associates LLC | NONE | $32,954 | $4,910 | 2023 |
| Stefansky, Holloway & Nichols, Inc. | NONE | $29,652 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $17,495 | $684 | 2023 |
| Bultynck & Co., P.L.L.C. | NONE | $14,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Plumbers & Pipefitters Local Union No. 333 Pension
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Novara, Tesija & Catenacci, Pllc — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- National Investment Services — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Macqueen And Associates LLC — Schedule C compensation
- Stefansky, Holloway & Nichols, Inc. — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Bultynck & Co., P.L.L.C. — Schedule C compensation