Plumbers & Steamfitters Union Local No. 10 Individual Account Plan — Form 5500 plan (Board Of Trustees, Plumbers & Steamfitters Union Local No. 10)
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 Union Local No. 10 Individual Account Plan is a benefit plan reported by Board Of Trustees, Plumbers & Steamfitters Union Local No. 10 under EIN 54-1739199 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,537 participants and $52,495,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Plumbers & Steamfitters Union Local No. 10
- EIN
- 54-1739199
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,537
- End-of-year plan assets
- $52,495,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,537 | H, C | 20241012160009NAL0024709505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,495,250
- Total liabilities (EOY)
- $66,665
- Net assets (EOY)
- $52,428,585
- Net assets (BOY)
- $46,528,307
Income & contributions
- Employer contributions
- $3,127,481
- Total contributions
- $3,127,481
- Total income / additions
- $10,013,997
Expenses & distributions
- Benefits paid
- $3,886,284
- Administrative expenses
- $227,435
- Total expenses
- $4,113,719
- Net increase / (decrease)
- $5,900,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Ret Insurance & Ann Co | NONE | $79,100 | $0 | 2023 |
| Southern Benefit Administrators | NONE | $57,534 | not reported in the loaded dataset | 2023 |
| Investment Performance Service | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor Cpas | NONE | $15,400 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $9,904 | not reported in the loaded dataset | 2023 |
| Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Plumbers & Steamfitters Union Local No. 10
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Prudential Ret Insurance & Ann Co — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Investment Performance Service — Schedule C compensation
- Daniels, Irwin & Aylor Cpas — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Mutual Funds — Schedule C compensation