Plumbers & Pipefitters Local Unions 502 & 633 Pens — Form 5500 plan (Joint Board Of Trustees Plumbers & Pipefitters Local Unions)
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 Local Unions 502 & 633 Pens is a benefit plan reported by Joint Board Of Trustees Plumbers & Pipefitters Local Unions under EIN 61-6078145 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,470 participants and $554,526,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Plumbers & Pipefitters Local Unions
- EIN
- 61-6078145
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 3,470
- End-of-year plan assets
- $554,526,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,470 | H, C | 20250508113954NAL0008794947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $554,526,573
- Total liabilities (EOY)
- $2,100,164
- Net assets (EOY)
- $552,426,409
- Net assets (BOY)
- $492,164,816
Income & contributions
- Employer contributions
- $38,091,346
- Total contributions
- $38,091,346
- Total income / additions
- $97,462,679
Expenses & distributions
- Benefits paid
- $35,714,254
- Administrative expenses
- $1,486,832
- Total expenses
- $37,201,086
- Net increase / (decrease)
- $60,261,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Inc | NONE | $235,016 | not reported in the loaded dataset | 2023 |
| Clarion Lion Industrial Trust | NONE | $177,604 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $169,608 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adv. | NONE | $117,468 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $106,047 | not reported in the loaded dataset | 2023 |
| Clarion Lion Properties Fund | NONE | $96,777 | not reported in the loaded dataset | 2023 |
| Pnc Bank, National Association | NONE | $89,175 | $0 | 2023 |
| The Segal Company | NONE | $80,145 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $80,125 | not reported in the loaded dataset | 2023 |
| Principal Global Investors | NONE | $61,104 | not reported in the loaded dataset | 2023 |
| Johnson And Krol | NONE | $49,433 | not reported in the loaded dataset | 2023 |
| American Graphic Printing Co. | NONE | $14,615 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Plumbers & Pipefitters Local Unions
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys Inc — Schedule C compensation
- Clarion Lion Industrial Trust — Schedule C compensation
- National Investment Services — Schedule C compensation
- Strategic Capital Investment Adv. — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Clarion Lion Properties Fund — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- The Segal Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Principal Global Investors — Schedule C compensation
- Johnson And Krol — Schedule C compensation
- American Graphic Printing Co. — Schedule C compensation