Plumbers & Pipefitters Union Local 178 Money Purchase Plan — Form 5500 plan (Plumbers & Pipefitters Union Local No. 178)
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 & Pipefitters Union Local 178 Money Purchase Plan is a benefit plan reported by Plumbers & Pipefitters Union Local No. 178 under EIN 43-1642796 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $22,728,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Pipefitters Union Local No. 178
- EIN
- 43-1642796
- Plan number
- 001
- Plan type
- 1
- Location
- Springfield, MO
- Latest filing year
- 2023
- Participants
- 426
- End-of-year plan assets
- $22,728,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 426 | H, C | 20241014174544NAL0015377459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,728,836
- Total liabilities (EOY)
- $4,641
- Net assets (EOY)
- $22,724,195
- Net assets (BOY)
- $20,112,594
Income & contributions
- Employer contributions
- $1,794,257
- Total contributions
- $1,794,257
- Total income / additions
- $3,847,854
Expenses & distributions
- Benefits paid
- $1,040,272
- Administrative expenses
- $195,981
- Total expenses
- $1,236,253
- Net increase / (decrease)
- $2,611,601
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $151,588 | not reported in the loaded dataset | 2023 |
| Qualified Benefits Consultants Inc | THIRD PARTY ADMINISTRATO | $16,811 | not reported in the loaded dataset | 2023 |
| Plumbers 178 General Fund | PLAN SPONSOR | $9,087 | not reported in the loaded dataset | 2023 |
| The Whitlock Company | ACCOUNTANT | $8,000 | not reported in the loaded dataset | 2023 |
| Mertz Insurance | INSURANCE PROVIDER | $6,879 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Pipefitters Union Local No. 178
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Springfield, MO
- Morgan Stanley — Schedule C compensation
- Qualified Benefits Consultants Inc — Schedule C compensation
- Plumbers 178 General Fund — Schedule C compensation
- The Whitlock Company — Schedule C compensation
- Mertz Insurance — Schedule C compensation