The Plumbers And Pipefitters Of Southeastern Alaska Employees Supplemental Retirement Plan — Form 5500 plan (Plumbers & Pipefitters Of Sout)

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, The Plumbers And Pipefitters Of Southeastern Alaska Employees Supplemental Retirement Plan is a benefit plan reported by Plumbers & Pipefitters Of Sout under EIN 92-0079204 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $29,625,225 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plumbers & Pipefitters Of Sout
EIN
92-0079204
Plan number
001
Plan type
1
Location
Juneau, AK
Latest filing year
2023
Participants
145
End-of-year plan assets
$29,625,225

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20250723125500NAL0001895747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,625,225
Total liabilities (EOY)
$98,512
Net assets (EOY)
$29,526,713
Net assets (BOY)
$26,056,196

Income & contributions

Employer contributions
$746,695
Participant contributions
$0
Total contributions
$746,695
Total income / additions
$6,349,498

Expenses & distributions

Benefits paid
$2,698,370
Administrative expenses
$180,611
Total expenses
$2,878,981
Net increase / (decrease)
$3,470,517

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Plumbers And Pipefitters Of SouOTHER$76,511not reported in the loaded dataset2023
Cutler Investment Counsel LLC Dba CINVESTMENT ADVISOR$54,721not reported in the loaded dataset2023
Anastasi Moore MartinACCOUNTANT$18,541not reported in the loaded dataset2023
Law Office Of Mary StollATTORNEY$10,298not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$160not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages