Plumbers & Steamfitters Local 565 Pension Plan — Form 5500 plan (Plumbers & Steamfitters Local 565)
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 565 Pension Plan is a benefit plan reported by Plumbers & Steamfitters Local 565 under EIN 55-0615390 and plan number 002. The latest loaded filing year is 2023. The filing reports 674 participants and $32,006,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 565
- EIN
- 55-0615390
- Plan number
- 002
- Plan type
- 1
- Location
- Parkersburg, WV
- Latest filing year
- 2023
- Participants
- 674
- End-of-year plan assets
- $32,006,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 674 | H, C | 20241015152300NAL0016738211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,006,181
- Net assets (EOY)
- $32,006,181
- Net assets (BOY)
- $28,452,676
Income & contributions
- Employer contributions
- $1,815,175
- Total contributions
- $1,815,175
- Total income / additions
- $6,267,170
Expenses & distributions
- Benefits paid
- $2,480,627
- Administrative expenses
- $131,923
- Total expenses
- $2,713,665
- Net increase / (decrease)
- $3,553,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $54,633 | not reported in the loaded dataset | 2023 |
| Suttle & Stalnaker Pllc | NONE | $17,675 | not reported in the loaded dataset | 2023 |
| John F. Dascoli, Pllc | NONE | $17,413 | not reported in the loaded dataset | 2023 |
| Standard Valuations Inc | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Union Trades Federal Credit Union | NONE | $10,450 | not reported in the loaded dataset | 2023 |
| The Travelers Indemnity Company | NONE | $10,440 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 565
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Parkersburg, WV
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Suttle & Stalnaker Pllc — Schedule C compensation
- John F. Dascoli, Pllc — Schedule C compensation
- Standard Valuations Inc — Schedule C compensation
- Union Trades Federal Credit Union — Schedule C compensation
- The Travelers Indemnity Company — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation