Plumbers & Pipefitters Local No. 45 Retirement Savings Plan — Form 5500 plan (Plumbers & Pipefitters Local No.45 Union No. 45 Retirement 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 & Pipefitters Local No. 45 Retirement Savings Plan is a benefit plan reported by Plumbers & Pipefitters Local No.45 Union No. 45 Retirement Plan under EIN 51-0165113 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $10,541,077 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plumbers & Pipefitters Local No.45 Union No. 45 Retirement Plan
EIN
51-0165113
Plan number
002
Plan type
1
Location
St. Joseph, MO
Latest filing year
2023
Participants
174
End-of-year plan assets
$10,541,077

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241218103006NAL0003590033002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,541,077
Total liabilities (EOY)
$13,730
Net assets (EOY)
$10,527,347
Net assets (BOY)
$8,200,815

Income & contributions

Employer contributions
$1,150,573
Total contributions
$1,150,573
Total income / additions
$2,912,294

Expenses & distributions

Benefits paid
$497,614
Administrative expenses
$88,148
Total expenses
$585,762
Net increase / (decrease)
$2,326,532

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co Of Amnot reported in the loaded dataset$37,664$02023
Commerce Banknot reported in the loaded dataset$28,043$02023
Deboer & Associates, Pcnot reported in the loaded dataset$11,088not reported in the loaded dataset2023
Cottonwood Advisors, LLCnot reported in the loaded dataset$5,848not reported in the loaded dataset2023

Related Form 5500 pages