Plumbers Local 75 Education Fund — Form 5500 plan (Board Of Trustees Of Plumbers Local 75 Education Fund)
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 75 Education Fund is a benefit plan reported by Board Of Trustees Of Plumbers Local 75 Education Fund under EIN 39-6146586 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,616 participants and $6,877,965 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.5MPlan net assets, end of year$5,487,646
Participants1.6KCovered participants reported1,616
Assets / participant$4.3KComputed: assets ÷ participants$4,256 (computed)
Provider compensation$1.6M13 Schedule C provider row(s)$1,612,692
- Plan sponsor
- Board Of Trustees Of Plumbers Local 75 Education Fund
- EIN
- 39-6146586
- Plan number
- 501
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,616 | H, C | 20241015225320NAL0029820225001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.9M total assets
Net assets$5.5MLiabilities$1.4M
Full reported line items
Net assets
- Total assets (EOY)
- $6,877,965
- Total liabilities (EOY)
- $1,390,319
- Net assets (EOY)
- $5,487,646
- Net assets (BOY)
- $4,874,116
Income & contributions
- Employer contributions
- $3,754,490
- Total contributions
- $3,754,490
- Total income / additions
- $4,176,067
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,562,537
- Total expenses
- $3,562,537
- Net increase / (decrease)
- $613,530
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets65%Computed ratio
Provider comp. ÷ net assets29%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cory Thompson | EMPLOYEE | $191,364 | not reported in the loaded dataset | 2023 |
| Peter Ashbeck | EMPLOYEE | $183,514 | not reported in the loaded dataset | 2023 |
| Robert D Lamphear | EMPLOYEE | $176,915 | not reported in the loaded dataset | 2023 |
| Paul Hanus | EMPLOYEE | $176,480 | not reported in the loaded dataset | 2023 |
| Ryan Boggs | EMPLOYEE | $173,453 | not reported in the loaded dataset | 2023 |
| Patrick Casey | EMPLOYEE | $170,398 | not reported in the loaded dataset | 2023 |
| Antonio Ramos | EMPLOYEE | $170,398 | not reported in the loaded dataset | 2023 |
| Stephanie Cowan | EMPLOYEE | $121,166 | not reported in the loaded dataset | 2023 |
| Demeterius Thompson | EMPLOYEE | $106,749 | not reported in the loaded dataset | 2023 |
| Regina Linde | EMPLOYEE | $97,122 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $20,395 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm, S.C. | NONE | $18,254 | not reported in the loaded dataset | 2023 |
| Madison Assoc Of Plumbing Contracto | NONE | $6,484 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Plumbers Local 75 Education Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Cory Thompson — Schedule C compensation
- Peter Ashbeck — Schedule C compensation
- Robert D Lamphear — Schedule C compensation
- Paul Hanus — Schedule C compensation
- Ryan Boggs — Schedule C compensation
- Patrick Casey — Schedule C compensation
- Antonio Ramos — Schedule C compensation
- Stephanie Cowan — Schedule C compensation
- Demeterius Thompson — Schedule C compensation
- Regina Linde — Schedule C compensation
- Sikich Llp — Schedule C compensation
- The Previant Law Firm, S.C. — Schedule C compensation
- Madison Assoc Of Plumbing Contracto — Schedule C compensation