Plumbers & Steamfitters Local No. 300 Pension Plan — Form 5500 plan (Board Of Trustees, Plumbers & Steamfitters Local No. 300)
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 & Steamfitters Local No. 300 Pension Plan is a benefit plan reported by Board Of Trustees, Plumbers & Steamfitters Local No. 300 under EIN 45-0354856 and plan number 001. The latest loaded filing year is 2023. The filing reports 882 participants and $67,088,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Plumbers & Steamfitters Local No. 300
- EIN
- 45-0354856
- Plan number
- 001
- Plan type
- 1
- Location
- Fargo, ND
- Latest filing year
- 2023
- Participants
- 882
- End-of-year plan assets
- $67,088,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 882 | H, C | 20241015153757NAL0028967137003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,088,907
- Total liabilities (EOY)
- $1,403,809
- Net assets (EOY)
- $65,685,098
- Net assets (BOY)
- $55,501,563
Income & contributions
- Participant contributions
- $4,599,996
- Total contributions
- $4,599,996
- Total income / additions
- $14,140,696
Expenses & distributions
- Benefits paid
- $3,635,774
- Administrative expenses
- $321,387
- Total expenses
- $3,957,161
- Net increase / (decrease)
- $10,183,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Retirement Solutions | NONE | $71,938 | $0 | 2023 |
| Morgan Stanley Managed Account Serv | NONE | $61,440 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Nd | CONTRACT ADMINISTRATOR | $57,585 | not reported in the loaded dataset | 2023 |
| Abst Law | NONE | $44,380 | not reported in the loaded dataset | 2023 |
| Local Union 300 | NONE | $20,610 | $0 | 2023 |
| Widmer Roel Pc | NONE | $19,750 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Plumbers & Steamfitters Local No. 300
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Fargo, ND
- Alerus Retirement Solutions — Schedule C compensation
- Morgan Stanley Managed Account Serv — Schedule C compensation
- Blue Cross Blue Shield Of Nd — Schedule C compensation
- Abst Law — Schedule C compensation
- Local Union 300 — Schedule C compensation
- Widmer Roel Pc — Schedule C compensation