Plumbers & Gasfitters Local Union No. 8 Defined Contribution Plan — Form 5500 plan (Plumbers Local 8 Dc Plan)
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 & Gasfitters Local Union No. 8 Defined Contribution Plan is a benefit plan reported by Plumbers Local 8 Dc Plan under EIN 43-1869060 and plan number 001. The latest loaded filing year is 2023. The filing reports 938 participants and $46,994,242 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local 8 Dc Plan
- EIN
- 43-1869060
- Plan number
- 001
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 938
- End-of-year plan assets
- $46,994,242
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 938 | H, C | 20241015090011NAL0055281538005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,994,242
- Total liabilities (EOY)
- $31,621
- Net assets (EOY)
- $46,962,621
- Net assets (BOY)
- $39,583,397
Income & contributions
- Employer contributions
- $940,732
- Participant contributions
- $1,486,775
- Total contributions
- $2,427,507
- Total income / additions
- $9,127,724
Expenses & distributions
- Benefits paid
- $1,528,807
- Administrative expenses
- $219,693
- Total expenses
- $1,748,500
- Net increase / (decrease)
- $7,379,224
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal | RECORDKEEPER | $88,653 | not reported in the loaded dataset | 2023 |
| Strategic Capital | INVESTMENT ADVISOR | $42,875 | not reported in the loaded dataset | 2023 |
| Novak Birks, P.C. | ACCOUNTANT/AUDITOR | $19,399 | not reported in the loaded dataset | 2023 |
| Usi Insurance Associates | INSURANCE AGENT | $9,320 | not reported in the loaded dataset | 2023 |
| Spencer Fane Britt & Browne Llp | ATTORNEY | $8,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local 8 Dc Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Principal — Schedule C compensation
- Strategic Capital — Schedule C compensation
- Novak Birks, P.C. — Schedule C compensation
- Usi Insurance Associates — Schedule C compensation
- Spencer Fane Britt & Browne Llp — Schedule C compensation