Plumbers Local Union No. 16 Pension Plan — Form 5500 plan (Board Of Trustees Plumbers Local Union No. 16 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 Union No. 16 Pension Plan is a benefit plan reported by Board Of Trustees Plumbers Local Union No. 16 Pension Plan under EIN 47-6045942 and plan number 001. The latest loaded filing year is 2023. The filing reports 836 participants and $92,840,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers Local Union No. 16 Pension Plan
- EIN
- 47-6045942
- Plan number
- 001
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 836
- End-of-year plan assets
- $92,840,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 836 | H, C | 20250108153305NAL0022551346001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,840,822
- Total liabilities (EOY)
- $53,009
- Net assets (EOY)
- $92,787,813
- Net assets (BOY)
- $83,860,704
Income & contributions
- Employer contributions
- $3,583,946
- Total contributions
- $3,583,946
- Total income / additions
- $14,180,725
Expenses & distributions
- Benefits paid
- $4,545,628
- Administrative expenses
- $707,988
- Total expenses
- $5,253,616
- Net increase / (decrease)
- $8,927,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National | NONE | $126,650 | not reported in the loaded dataset | 2023 |
| Cottonwood Advisors | NONE | $76,129 | not reported in the loaded dataset | 2023 |
| Kutak Rock | NONE | $68,958 | not reported in the loaded dataset | 2023 |
| Harrison Street Real Estate Capital | NONE | $59,696 | not reported in the loaded dataset | 2023 |
| Oaktree Capital Management, L.P. | NONE | $52,447 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $52,143 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting, Inc. | NONE | $50,859 | not reported in the loaded dataset | 2023 |
| Lutz | NONE | $46,300 | not reported in the loaded dataset | 2023 |
| Brookfield Supercore Infrastructure | NONE | $40,942 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers Local Union No. 16 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- First National — Schedule C compensation
- Cottonwood Advisors — Schedule C compensation
- Kutak Rock — Schedule C compensation
- Harrison Street Real Estate Capital — Schedule C compensation
- Oaktree Capital Management, L.P. — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- First Actuarial Consulting, Inc. — Schedule C compensation
- Lutz — Schedule C compensation
- Brookfield Supercore Infrastructure — Schedule C compensation