Pension Plan Of The Plumbers & Pipefitters Local Union No. 630 Pension - Annuity Trust Fund — Form 5500 plan (Trustees Of The Pension Plan Of The Plumbers & Pipefitters Local Union)
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, Pension Plan Of The Plumbers & Pipefitters Local Union No. 630 Pension - Annuity Trust Fund is a benefit plan reported by Trustees Of The Pension Plan Of The Plumbers & Pipefitters Local Union under EIN 59-6165026 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,790 participants and $140,500,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Pension Plan Of The Plumbers & Pipefitters Local Union
- EIN
- 59-6165026
- Plan number
- 001
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 1,790
- End-of-year plan assets
- $140,500,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,790 | H, C | 20241015124327NAL0016416403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $140,500,470
- Total liabilities (EOY)
- $112,776
- Net assets (EOY)
- $140,387,694
- Net assets (BOY)
- $126,123,047
Income & contributions
- Employer contributions
- $9,355,547
- Total contributions
- $9,355,547
- Total income / additions
- $24,514,605
Expenses & distributions
- Benefits paid
- $9,423,293
- Administrative expenses
- $826,665
- Total expenses
- $10,249,958
- Net increase / (decrease)
- $14,264,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Administrators | NONE | $161,550 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $124,626 | not reported in the loaded dataset | 2023 |
| Sugarman & Susskind Pa | NONE | $116,542 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Rudnick | NONE | $71,892 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co | NONE | $33,506 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $23,793 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Pension Plan Of The Plumbers & Pipefitters Local Union
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Administrators — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Sugarman & Susskind Pa — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Kayne Anderson Rudnick — Schedule C compensation
- Lapadula Carlson & Co — Schedule C compensation
- Pnc Bank — Schedule C compensation