Plumbers Local 68 Pension Plan Of Defined Contribution Benefits — Form 5500 plan (Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits)

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 Local 68 Pension Plan Of Defined Contribution Benefits is a benefit plan reported by Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits under EIN 90-1259351 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,846 participants and $60,303,333 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits
EIN
90-1259351
Plan number
001
Plan type
1
Location
Houston, TX
Latest filing year
2023
Participants
2,846
End-of-year plan assets
$60,303,333

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,846H, C20250411195613NAL0026828913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,303,333
Total liabilities (EOY)
$195,855
Net assets (EOY)
$60,107,478
Net assets (BOY)
$56,354,157

Income & contributions

Employer contributions
$1,893,151
Participant contributions
$128,049
Total contributions
$2,021,200
Total income / additions
$7,827,987

Expenses & distributions

Benefits paid
$2,427,894
Administrative expenses
$1,646,772
Total expenses
$4,074,666
Net increase / (decrease)
$3,753,321

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanleynot reported in the loaded dataset$293,062not reported in the loaded dataset2023
Issinot reported in the loaded dataset$237,957not reported in the loaded dataset2023
David Bowmannot reported in the loaded dataset$125,997not reported in the loaded dataset2023
Harper & Pearson Company Pcnot reported in the loaded dataset$106,943$02023
Denice Meidingernot reported in the loaded dataset$71,642not reported in the loaded dataset2023
Wendy Clementsnot reported in the loaded dataset$69,351not reported in the loaded dataset2023
Tinia Simmonsnot reported in the loaded dataset$69,339not reported in the loaded dataset2023
Samantha Adkinsonnot reported in the loaded dataset$64,929not reported in the loaded dataset2023
Patrick Flynnnot reported in the loaded dataset$45,738not reported in the loaded dataset2023
Hapjacnot reported in the loaded dataset$36,000not reported in the loaded dataset2023
Dena Waltersnot reported in the loaded dataset$20,775not reported in the loaded dataset2023
Segalnot reported in the loaded dataset$11,955not reported in the loaded dataset2023

Related Form 5500 pages