Steamfitters And Plumbers Local Union No 464 401(K) Plan — Form 5500 plan (Steamfitters And Plumbers Local Union No 464 401(K) 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, Steamfitters And Plumbers Local Union No 464 401(K) Plan is a benefit plan reported by Steamfitters And Plumbers Local Union No 464 401(K) Plan under EIN 47-0799180 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,567 participants and $108,321,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steamfitters And Plumbers Local Union No 464 401(K) Plan
- EIN
- 47-0799180
- Plan number
- 002
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 1,567
- End-of-year plan assets
- $108,321,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,567 | H, C | 20250115090755NAL0012596467002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,321,702
- Total liabilities (EOY)
- $103,626
- Net assets (EOY)
- $108,218,076
- Net assets (BOY)
- $89,899,435
Income & contributions
- Employer contributions
- $3,191,860
- Participant contributions
- $1,850,461
- Total contributions
- $5,156,912
- Total income / additions
- $24,624,584
Expenses & distributions
- Benefits paid
- $5,878,206
- Administrative expenses
- $427,737
- Total expenses
- $6,305,943
- Net increase / (decrease)
- $18,318,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| O'Donnell Ficenec Wills & Ferdig | NONE | $87,133 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, Pa | NONE | $79,195 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $65,262 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $61,442 | not reported in the loaded dataset | 2023 |
| First National Bank Of Omaha | NONE | $32,574 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Steamfitters And Plumbers Local Union No 464 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- O'Donnell Ficenec Wills & Ferdig — Schedule C compensation
- Blake & Uhlig, Pa — Schedule C compensation
- Benesys — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- First National Bank Of Omaha — Schedule C compensation