Plumbing & Pipefitting Industry Retirement Plan Of Kansas — Form 5500 plan (Plumbing & Pipefitting Industry Retirement Plan Of Kansas)
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, Plumbing & Pipefitting Industry Retirement Plan Of Kansas is a benefit plan reported by Plumbing & Pipefitting Industry Retirement Plan Of Kansas under EIN 48-0923596 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,506 participants and $85,546,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbing & Pipefitting Industry Retirement Plan Of Kansas
- EIN
- 48-0923596
- Plan number
- 001
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 1,506
- End-of-year plan assets
- $85,546,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,506 | H, C | 20241014113010NAL0013204627006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,546,222
- Total liabilities (EOY)
- $380,638
- Net assets (EOY)
- $85,165,584
- Net assets (BOY)
- $74,970,333
Income & contributions
- Employer contributions
- $4,971,186
- Participant contributions
- $1,700,573
- Total contributions
- $6,688,333
- Total income / additions
- $15,528,797
Expenses & distributions
- Benefits paid
- $5,247,778
- Administrative expenses
- $85,768
- Total expenses
- $5,333,546
- Net increase / (decrease)
- $10,195,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spencer Fane Llp | LEGAL | $104,686 | not reported in the loaded dataset | 2023 |
| Ima Wealth | INVESTMENT ADVISOR | $80,000 | not reported in the loaded dataset | 2023 |
| Bmgi | CONTRACT ADMINISTRATOR | $52,800 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $51,145 | $0 | 2023 |
| Morrow & Co LLC | AUDITOR | $30,442 | not reported in the loaded dataset | 2023 |
| Union Insurance Group | INSURANCE SERVICES | $13,958 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbing & Pipefitting Industry Retirement Plan Of Kansas
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Spencer Fane Llp — Schedule C compensation
- Ima Wealth — Schedule C compensation
- Bmgi — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Morrow & Co LLC — Schedule C compensation
- Union Insurance Group — Schedule C compensation