Plumbers Local No. 8 Pension Plan — Form 5500 plan (Plumbers Local No. 8 Pension 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 Local No. 8 Pension Plan is a benefit plan reported by Plumbers Local No. 8 Pension Plan under EIN 44-6010180 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,195 participants and $111,755,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local No. 8 Pension Plan
- EIN
- 44-6010180
- Plan number
- 001
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 1,195
- End-of-year plan assets
- $111,755,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,195 | H, C | 20250317140010NAL0003037376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,755,338
- Total liabilities (EOY)
- $292,086
- Net assets (EOY)
- $111,463,252
- Net assets (BOY)
- $96,567,475
Income & contributions
- Employer contributions
- $8,716,803
- Total contributions
- $8,716,803
- Total income / additions
- $23,115,627
Expenses & distributions
- Benefits paid
- $7,614,310
- Administrative expenses
- $605,540
- Total expenses
- $8,219,850
- Net increase / (decrease)
- $14,895,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Investment Services | INVESTMENT MANAGER | $84,879 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adv | INVESTMENT ADVISOR | $81,000 | not reported in the loaded dataset | 2023 |
| Nbpc | ACCOUNTANT | $65,000 | not reported in the loaded dataset | 2023 |
| Kmr | IT CONSULTANT | $54,693 | not reported in the loaded dataset | 2023 |
| Danielle Wiley | PLAN ADMINISTRATOR | $52,105 | not reported in the loaded dataset | 2023 |
| Issi | IT CONSULTANT | $41,672 | not reported in the loaded dataset | 2023 |
| Cowden Associates, Inc. | ACTUARY | $39,859 | not reported in the loaded dataset | 2023 |
| Washington Capital | INVESTMENT MANAGER | $21,475 | not reported in the loaded dataset | 2023 |
| Stacy Kuhl | EMPLOYEE | $18,695 | not reported in the loaded dataset | 2023 |
| Jennifer Willis | EMPLOYEE | $11,167 | not reported in the loaded dataset | 2023 |
| Bank Of Labor | INVESTMENT MANAGER | $10,677 | not reported in the loaded dataset | 2023 |
| Spencer Fane Britt Browne Llp | ATTORNEY | $9,413 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local No. 8 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- National Investment Services — Schedule C compensation
- Strategic Capital Investment Adv — Schedule C compensation
- Nbpc — Schedule C compensation
- Kmr — Schedule C compensation
- Danielle Wiley — Schedule C compensation
- Issi — Schedule C compensation
- Cowden Associates, Inc. — Schedule C compensation
- Washington Capital — Schedule C compensation
- Stacy Kuhl — Schedule C compensation
- Jennifer Willis — Schedule C compensation
- Bank Of Labor — Schedule C compensation
- Spencer Fane Britt Browne Llp — Schedule C compensation