Plumbers And Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin Profit Sharing/401(K) Plan — Form 5500 plan (Board Of Trustees)
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 Steamfitters Local 400 And Mechanical Contractors Association Of North Central Wisconsin Profit Sharing/401(K) Plan is a benefit plan reported by Board Of Trustees under EIN 39-1511099 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,232 participants and $428,804,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees
- EIN
- 39-1511099
- Plan number
- 001
- Plan type
- 1
- Location
- Kaukauna, WI
- Latest filing year
- 2023
- Participants
- 2,232
- End-of-year plan assets
- $428,804,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,232 | H, C | 20241107123034NAL0011371569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $428,804,991
- Total liabilities (EOY)
- $156,788
- Net assets (EOY)
- $428,648,203
- Net assets (BOY)
- $374,141,039
Income & contributions
- Employer contributions
- $17,168,999
- Participant contributions
- $5,105,056
- Total contributions
- $22,274,055
- Total income / additions
- $74,413,027
Expenses & distributions
- Benefits paid
- $18,657,569
- Administrative expenses
- $1,248,294
- Total expenses
- $19,905,863
- Net increase / (decrease)
- $54,507,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Mgmt, Inc. | NONE | $254,485 | not reported in the loaded dataset | 2023 |
| Ifm Investors | NONE | $236,080 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $149,973 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $145,304 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $119,403 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $98,062 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $65,182 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $65,000 | not reported in the loaded dataset | 2023 |
| Benefit Plan Administration | NONE | $62,226 | not reported in the loaded dataset | 2023 |
| Crescent Capital Group, L.P. | NONE | $52,424 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $37,415 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kaukauna, WI
- Jp Morgan Investment Mgmt, Inc. — Schedule C compensation
- Ifm Investors — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Benefit Plan Administration — Schedule C compensation
- Crescent Capital Group, L.P. — Schedule C compensation
- Sikich Llp — Schedule C compensation