Plumbers And Steamfitters Local 486 Severance And Annuity/401(K) Plan — Form 5500 plan (Plumbers And Steamfitters Local 486 Severance And Annuity/401(K) 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 And Steamfitters Local 486 Severance And Annuity/401(K) Plan is a benefit plan reported by Plumbers And Steamfitters Local 486 Severance And Annuity/401(K) Plan under EIN 52-1190205 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,422 participants and $350,756,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Steamfitters Local 486 Severance And Annuity/401(K) Plan
- EIN
- 52-1190205
- Plan number
- 001
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 4,422
- End-of-year plan assets
- $350,756,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,422 | H, C | 20250616151556NAL0001076689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $350,756,335
- Total liabilities (EOY)
- $47,017
- Net assets (EOY)
- $350,709,318
- Net assets (BOY)
- $299,501,598
Income & contributions
- Employer contributions
- $9,784,371
- Participant contributions
- $4,642,746
- Total contributions
- $14,512,374
- Total income / additions
- $71,410,066
Expenses & distributions
- Benefits paid
- $19,162,492
- Administrative expenses
- $1,039,854
- Total expenses
- $20,202,346
- Net increase / (decrease)
- $51,207,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $706,458 | $0 | 2023 |
| Benefits Administration Corporation | NONE | $89,803 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein & Abato | NONE | $62,217 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $38,100 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $22,330 | not reported in the loaded dataset | 2023 |
| Robert Bennett | TRUSTEE | $8,782 | not reported in the loaded dataset | 2023 |
| Rodney Horton | TRUSTEE | $6,768 | not reported in the loaded dataset | 2023 |
| Andrew Gannon | TRUSTEE | $6,591 | not reported in the loaded dataset | 2023 |
| Gary Glab | TRUSTEE | $5,383 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $5,361 | 2023 |
| Crm | NONE | $0 | $0 | 2023 |
| T. Rowe Price | NONE | $0 | $0 | 2023 |
| William Blair | NONE | $0 | $0 | 2023 |
| Northern Funds | NONE | $0 | $0 | 2023 |
| Wells Fargo Galliard | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Steamfitters Local 486 Severance And Annuity/401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Empower Annuity Ins Co Of America — Schedule C compensation
- Benefits Administration Corporation — Schedule C compensation
- Abato, Rubenstein & Abato — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Robert Bennett — Schedule C compensation
- Rodney Horton — Schedule C compensation
- Andrew Gannon — Schedule C compensation
- Gary Glab — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Crm — Schedule C compensation
- T. Rowe Price — Schedule C compensation
- William Blair — Schedule C compensation
- Northern Funds — Schedule C compensation
- Wells Fargo Galliard — Schedule C compensation
- American Funds — Schedule C compensation