Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan — Form 5500 plan (Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan)
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, Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan is a benefit plan reported by Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan under EIN 63-0267566 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $60,985,037 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan
- EIN
- 63-0267566
- Plan number
- 002
- Plan type
- 1
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $60,985,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20250303085146NAL0003254403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,985,037
- Total liabilities (EOY)
- $29,774
- Net assets (EOY)
- $60,955,263
- Net assets (BOY)
- $52,984,879
Income & contributions
- Employer contributions
- $2,626,805
- Total contributions
- $2,626,805
- Total income / additions
- $9,292,779
Expenses & distributions
- Benefits paid
- $1,006,894
- Administrative expenses
- $315,501
- Total expenses
- $1,322,395
- Net increase / (decrease)
- $7,970,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gulf States Consultants & Administr | NONE | $78,000 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | NONE | $73,172 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management | NONE | $26,324 | not reported in the loaded dataset | 2023 |
| Way, Ray, Shelton & Co., P.C. | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Southern Actuarial Services | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Mackay Shields, LLC | NONE | $14,896 | not reported in the loaded dataset | 2023 |
| Massmutual | NONE | $13,495 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Gulf States Consultants & Administr — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Reynolds Consulting — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Way, Ray, Shelton & Co., P.C. — Schedule C compensation
- Southern Actuarial Services — Schedule C compensation
- Mackay Shields, LLC — Schedule C compensation
- Massmutual — Schedule C compensation