Plumbers & Pipefitters Lu 421 Pension Fund Trust — Form 5500 plan (Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust)
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 & Pipefitters Lu 421 Pension Fund Trust is a benefit plan reported by Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust under EIN 57-0524232 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,451 participants and $109,965,024 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust
- EIN
- 57-0524232
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 1,451
- End-of-year plan assets
- $109,965,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,451 | H, C | 20250616170141NAL0002809346001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,965,024
- Total liabilities (EOY)
- $370,193
- Net assets (EOY)
- $109,594,831
- Net assets (BOY)
- $96,453,211
Income & contributions
- Employer contributions
- $5,480,402
- Total contributions
- $5,480,402
- Total income / additions
- $16,575,762
Expenses & distributions
- Benefits paid
- $2,367,421
- Administrative expenses
- $1,066,721
- Total expenses
- $3,434,142
- Net increase / (decrease)
- $13,141,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Investment Performance Service | NONE | $192,636 | not reported in the loaded dataset | 2023 |
| National Employee Benefit Admin | NONE | $117,885 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $70,467 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co | NONE | $59,534 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $50,197 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory Llp | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers & Pipefitters Lu 421 Pension Fund Trust
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Investment Performance Service — Schedule C compensation
- National Employee Benefit Admin — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Lapadula Carlson & Co — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Arnall Golden Gregory Llp — Schedule C compensation