Plumbers & Steamfitters Local 146 Pension Plan — Form 5500 plan (Plumbers & Steamfitters Local 146 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, Plumbers & Steamfitters Local 146 Pension Plan is a benefit plan reported by Plumbers & Steamfitters Local 146 Pension Plan under EIN 75-6043268 and plan number 001. The latest loaded filing year is 2023. The filing reports 827 participants and $48,266,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 146 Pension Plan
- EIN
- 75-6043268
- Plan number
- 001
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 827
- End-of-year plan assets
- $48,266,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 827 | H, C | 20250415073829NAL0005959986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,266,342
- Total liabilities (EOY)
- $138,697
- Net assets (EOY)
- $48,127,645
- Net assets (BOY)
- $42,249,941
Income & contributions
- Employer contributions
- $2,436,536
- Total contributions
- $2,436,536
- Total income / additions
- $8,434,099
Expenses & distributions
- Benefits paid
- $2,139,102
- Administrative expenses
- $417,293
- Total expenses
- $2,556,395
- Net increase / (decrease)
- $5,877,704
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Debbie Foisy | EMPLOYEE | $96,842 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | INVESTMENT ADVISORY | $86,589 | $0 | 2023 |
| Horizon Actuarial Services, LLC | ACTUARIAL | $59,497 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | ACCOUNTING | $32,550 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | RECORDKEEPING | $22,601 | not reported in the loaded dataset | 2023 |
| Connor & Winters | LEGAL | $21,495 | not reported in the loaded dataset | 2023 |
| Invesco | NONE | $16,349 | not reported in the loaded dataset | 2023 |
| Benefit Resources | ADMINISTRATOR | $6,960 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 146 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Debbie Foisy — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Connor & Winters — Schedule C compensation
- Invesco — Schedule C compensation
- Benefit Resources — Schedule C compensation