Retirement Plan Of The Plumbers & Steamfitters Local No 489 — Form 5500 plan (Plumbers & Steamfitters Local 489 Pension Trust Fund Trustees)
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, Retirement Plan Of The Plumbers & Steamfitters Local No 489 is a benefit plan reported by Plumbers & Steamfitters Local 489 Pension Trust Fund Trustees under EIN 52-0580681 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $27,075,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 489 Pension Trust Fund Trustees
- EIN
- 52-0580681
- Plan number
- 001
- Plan type
- 1
- Location
- Cumberland, MD
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $27,075,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20250130080010NAL0000762256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,075,256
- Net assets (EOY)
- $27,075,256
- Net assets (BOY)
- $24,426,388
Income & contributions
- Employer contributions
- $1,354,045
- Total contributions
- $1,354,045
- Total income / additions
- $4,547,963
Expenses & distributions
- Benefits paid
- $1,531,007
- Administrative expenses
- $368,088
- Total expenses
- $1,899,095
- Net increase / (decrease)
- $2,648,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $252,222 | not reported in the loaded dataset | 2023 |
| Frank Gordon Gerwig & Associates | NONE | $41,200 | not reported in the loaded dataset | 2023 |
| Turnbull, Hoover & Kahl Pa | NONE | $28,100 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits And Insurance Service | NONE | $19,870 | not reported in the loaded dataset | 2023 |
| Beins, Axelrod P.C. | NONE | $7,885 | not reported in the loaded dataset | 2023 |
| Advisors Inner Circle | NONE | $0 | $0 | 2023 |
| Kkr Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 489 Pension Trust Fund Trustees
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Cumberland, MD
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Frank Gordon Gerwig & Associates — Schedule C compensation
- Turnbull, Hoover & Kahl Pa — Schedule C compensation
- Cbiz Benefits And Insurance Service — Schedule C compensation
- Beins, Axelrod P.C. — Schedule C compensation
- Advisors Inner Circle — Schedule C compensation
- Kkr Funds — Schedule C compensation