Steamfitters Local Union No. 464 Pension Plan — Form 5500 plan (Board Of Trustees Steamfitters Local Union No. 464)
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 Local Union No. 464 Pension Plan is a benefit plan reported by Board Of Trustees Steamfitters Local Union No. 464 under EIN 47-6045941 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,719 participants and $240,370,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Steamfitters Local Union No. 464
- EIN
- 47-6045941
- Plan number
- 001
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 1,719
- End-of-year plan assets
- $240,370,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,719 | H, C | 20241122084738NAL0003416770001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $240,370,201
- Total liabilities (EOY)
- $209,210
- Net assets (EOY)
- $240,160,991
- Net assets (BOY)
- $204,638,534
Income & contributions
- Employer contributions
- $12,920,583
- Total contributions
- $12,920,583
- Total income / additions
- $46,408,809
Expenses & distributions
- Benefits paid
- $9,743,537
- Administrative expenses
- $1,142,815
- Total expenses
- $10,886,352
- Net increase / (decrease)
- $35,522,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National Bank | NONE | $423,367 | not reported in the loaded dataset | 2023 |
| Dana Investment Advisors | NONE | $210,095 | not reported in the loaded dataset | 2023 |
| Benesys Inc | NONE | $146,976 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, Pa | NONE | $78,092 | not reported in the loaded dataset | 2023 |
| O'Donnell, Ficenec, Wills & Ferdig | NONE | $67,552 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $56,892 | not reported in the loaded dataset | 2023 |
| Investment Consulting Group | NONE | $34,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Steamfitters Local Union No. 464
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- First National Bank — Schedule C compensation
- Dana Investment Advisors — Schedule C compensation
- Benesys Inc — Schedule C compensation
- Blake & Uhlig, Pa — Schedule C compensation
- O'Donnell, Ficenec, Wills & Ferdig — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Investment Consulting Group — Schedule C compensation