United Assn Of Journeymen Plumbers & Pipefitters Local 357 Pension Plan — Form 5500 plan (Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 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, United Assn Of Journeymen Plumbers & Pipefitters Local 357 Pension Plan is a benefit plan reported by Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 Pension under EIN 38-6152409 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,083 participants and $181,894,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 Pension
- EIN
- 38-6152409
- Plan number
- 001
- Plan type
- 1
- Location
- Bingham Farms, MI
- Latest filing year
- 2023
- Participants
- 1,083
- End-of-year plan assets
- $181,894,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,083 | H, C | 20250409163008NAL0012340899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $181,894,184
- Total liabilities (EOY)
- $297,116
- Net assets (EOY)
- $181,597,068
- Net assets (BOY)
- $159,639,829
Income & contributions
- Employer contributions
- $12,717,114
- Total contributions
- $12,717,114
- Total income / additions
- $32,513,448
Expenses & distributions
- Benefits paid
- $9,846,290
- Administrative expenses
- $709,919
- Total expenses
- $10,556,209
- Net increase / (decrease)
- $21,957,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Novara, Tesija & Catenacci, Pllc | NONE | $88,822 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $70,172 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc | NONE | $61,700 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $60,593 | not reported in the loaded dataset | 2023 |
| Ancora Advisors | NONE | $55,735 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Operations | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| Solxsys Administrative Solutions | NONE | $43,457 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $20,982 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $11,249 | $819 | 2023 |
| Westend Advisors | NONE | $10,074 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 Pension
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Bingham Farms, MI
- Novara, Tesija & Catenacci, Pllc — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- United Actuarial Services, Inc — Schedule C compensation
- National Investment Services — Schedule C compensation
- Ancora Advisors — Schedule C compensation
- Morgan Stanley Global Operations — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Westend Advisors — Schedule C compensation