Plumbers And Steamfitters Local No. 177 Pension Plan — Form 5500 plan (Board Of Trustees - Plumbers And Steamfitters Local No. 177 Pension)
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 No. 177 Pension Plan is a benefit plan reported by Board Of Trustees - Plumbers And Steamfitters Local No. 177 Pension under EIN 58-1359382 and plan number 001. The latest loaded filing year is 2023. The filing reports 370 participants and $21,828,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Plumbers And Steamfitters Local No. 177 Pension
- EIN
- 58-1359382
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 370
- End-of-year plan assets
- $21,828,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20241015150012NAL0030067809003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,828,990
- Total liabilities (EOY)
- $22,042
- Net assets (EOY)
- $21,806,948
- Net assets (BOY)
- $19,335,533
Income & contributions
- Employer contributions
- $1,346,015
- Total contributions
- $1,346,015
- Total income / additions
- $3,277,152
Expenses & distributions
- Benefits paid
- $702,374
- Administrative expenses
- $103,363
- Total expenses
- $805,737
- Net increase / (decrease)
- $2,471,415
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $36,823 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corpor | NONE | $0 | $20,164 | 2023 |
| Wellington Trust Company | NONE | $19,226 | $573 | 2023 |
| Boston Partners | NONE | $0 | $18,466 | 2023 |
| Investment Performance Services | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $10,100 | not reported in the loaded dataset | 2023 |
| Hedgeserv | NONE | $0 | $8,900 | 2023 |
| National Investment Services | NONE | $4,282 | not reported in the loaded dataset | 2023 |
| Mutual Fund | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Plumbers And Steamfitters Local No. 177 Pension
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Intercontinental Real Estate Corpor — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Boston Partners — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Hedgeserv — Schedule C compensation
- National Investment Services — Schedule C compensation
- Mutual Fund — Schedule C compensation