Plumbers & Steamfitters Local 166 Afl-Cio Pension Plan — Form 5500 plan (Plumbers And Steamfitters Local 166)
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 & Steamfitters Local 166 Afl-Cio Pension Plan is a benefit plan reported by Plumbers And Steamfitters Local 166 under EIN 51-6132690 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,208 participants and $86,319,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Steamfitters Local 166
- EIN
- 51-6132690
- Plan number
- 001
- Plan type
- 1
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 1,208
- End-of-year plan assets
- $86,319,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,208 | H, C | 20250312121734NAL0019048273002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,319,257
- Total liabilities (EOY)
- $86,742
- Net assets (EOY)
- $86,232,515
- Net assets (BOY)
- $75,942,457
Income & contributions
- Employer contributions
- $5,452,241
- Total contributions
- $5,452,241
- Total income / additions
- $14,699,199
Expenses & distributions
- Benefits paid
- $3,945,264
- Administrative expenses
- $463,877
- Total expenses
- $4,409,141
- Net increase / (decrease)
- $10,290,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc | NONE | $69,428 | not reported in the loaded dataset | 2023 |
| Cuni Rust & Strenk | NONE | $45,492 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $39,427 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $28,263 | not reported in the loaded dataset | 2023 |
| Asherkelly | NONE | $25,583 | not reported in the loaded dataset | 2023 |
| Invesco Global Trust Company | NONE | $25,051 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | NONE | $23,601 | not reported in the loaded dataset | 2023 |
| Whitinger & Company LLC | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Plumbers & Steamfitters Local 166 | SPONSOR | $16,304 | not reported in the loaded dataset | 2023 |
| Mcqueen Insurance Group | NONE | $15,544 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway & Nichols, Inc. | NONE | $13,754 | not reported in the loaded dataset | 2023 |
| American Graphics | NONE | $9,525 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Steamfitters Local 166
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Benesys, Inc — Schedule C compensation
- Cuni Rust & Strenk — Schedule C compensation
- Andco Consulting — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Asherkelly — Schedule C compensation
- Invesco Global Trust Company — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Whitinger & Company LLC — Schedule C compensation
- Plumbers & Steamfitters Local 166 — Schedule C compensation
- Mcqueen Insurance Group — Schedule C compensation
- Stefansky, Holloway & Nichols, Inc. — Schedule C compensation
- American Graphics — Schedule C compensation