Plumbers & Pipefitters Lu 286 Money Purchase Plan — Form 5500 plan (Plumbers & Pipefitters Lu 286 Money Purchase 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, Plumbers & Pipefitters Lu 286 Money Purchase Plan is a benefit plan reported by Plumbers & Pipefitters Lu 286 Money Purchase Plan under EIN 74-2748987 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,230 participants and $168,641,144 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Pipefitters Lu 286 Money Purchase Plan
- EIN
- 74-2748987
- Plan number
- 002
- Plan type
- 1
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 3,230
- End-of-year plan assets
- $168,641,144
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,230 | H, C | 20250311153315NAL0029810176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $168,641,144
- Total liabilities (EOY)
- $493,088
- Net assets (EOY)
- $168,148,056
- Net assets (BOY)
- $139,300,035
Income & contributions
- Employer contributions
- $12,336,950
- Total contributions
- $12,336,950
- Total income / additions
- $34,732,352
Expenses & distributions
- Benefits paid
- $5,375,864
- Administrative expenses
- $508,467
- Total expenses
- $5,884,331
- Net increase / (decrease)
- $28,848,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Asset Managment | NONE | $252,052 | not reported in the loaded dataset | 2023 |
| Southwest Service Adminstrators | NONE | $77,028 | not reported in the loaded dataset | 2023 |
| Conner & Winters | NONE | $49,808 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | NONE | $46,713 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Pipefitters Lu 286 Money Purchase Plan
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Vanguard Asset Managment — Schedule C compensation
- Southwest Service Adminstrators — Schedule C compensation
- Conner & Winters — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation