Plumbers' Retirement Savings Fund, Local 130, U.A. — Form 5500 plan (Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130)
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' Retirement Savings Fund, Local 130, U.A. is a benefit plan reported by Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130 under EIN 86-0928669 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,064 participants and $398,467,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130
- EIN
- 86-0928669
- Plan number
- 003
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 6,064
- End-of-year plan assets
- $398,467,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,064 | H, C | 20240825075631NAL0004117475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $398,467,838
- Total liabilities (EOY)
- $74,666
- Net assets (EOY)
- $398,393,172
- Net assets (BOY)
- $342,211,856
Income & contributions
- Employer contributions
- $22,047,980
- Total contributions
- $22,077,407
- Total income / additions
- $79,969,966
Expenses & distributions
- Benefits paid
- $23,229,496
- Administrative expenses
- $559,154
- Total expenses
- $23,788,650
- Net increase / (decrease)
- $56,181,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $191,512 | $0 | 2023 |
| Laner Muchin Ltd. | NONE | $42,690 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $34,033 | not reported in the loaded dataset | 2023 |
| Gregorio, Stec, Klein & Hose | NONE | $29,353 | not reported in the loaded dataset | 2023 |
| Denise Delhaye | EMPLOYEE | $28,118 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adv. | NONE | $17,333 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $14,981 | $0 | 2023 |
| Marquette Associates, Inc | NONE | $8,333 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $2,167 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Laner Muchin Ltd. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Gregorio, Stec, Klein & Hose — Schedule C compensation
- Denise Delhaye — Schedule C compensation
- Strategic Capital Investment Adv. — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Marquette Associates, Inc — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation