Monroe Plumbers & Pipefitters Local 671 Retirement Plan And Trust — Form 5500 plan (Monroe Plumbers & Pipefitters Local 671)
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, Monroe Plumbers & Pipefitters Local 671 Retirement Plan And Trust is a benefit plan reported by Monroe Plumbers & Pipefitters Local 671 under EIN 38-6082588 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $55,267,140 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monroe Plumbers & Pipefitters Local 671
- EIN
- 38-6082588
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $55,267,140
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20240819135802NAL0000849395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,267,140
- Total liabilities (EOY)
- $71,048
- Net assets (EOY)
- $55,196,092
- Net assets (BOY)
- $50,046,074
Income & contributions
- Employer contributions
- $1,727,693
- Participant contributions
- $110,622
- Total contributions
- $1,838,315
- Total income / additions
- $9,222,575
Expenses & distributions
- Benefits paid
- $3,915,138
- Administrative expenses
- $157,419
- Total expenses
- $4,072,557
- Net increase / (decrease)
- $5,150,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $63,350 | $0 | 2023 |
| Merrill Lynch | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Novara, Tesija, Pllc | LEGAL | $48,601 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | RECORD KEEPER | $13,042 | not reported in the loaded dataset | 2023 |
| Titus & Urbanski, Inc. | AUDITOR | $12,001 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monroe Plumbers & Pipefitters Local 671
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Transamerica Retirement Solutions — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Novara, Tesija, Pllc — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Titus & Urbanski, Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation