United Association Union Local No. 290 Plumber, Steamfitter And Shipfitter Industry 401(K) Plan — Form 5500 plan (Board Of Trustees, U.A. Union Local No. 290 Plumber,)
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, United Association Union Local No. 290 Plumber, Steamfitter And Shipfitter Industry 401(K) Plan is a benefit plan reported by Board Of Trustees, U.A. Union Local No. 290 Plumber, under EIN 93-1143757 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,888 participants and $201,509,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, U.A. Union Local No. 290 Plumber,
- EIN
- 93-1143757
- Plan number
- 002
- Plan type
- 1
- Location
- Tualatin, OR
- Latest filing year
- 2023
- Participants
- 2,888
- End-of-year plan assets
- $201,509,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,888 | H, C | 20241015192220NAL0030747841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $201,509,481
- Total liabilities (EOY)
- $15,521
- Net assets (EOY)
- $201,493,960
- Net assets (BOY)
- $165,967,162
Income & contributions
- Participant contributions
- $15,103,662
- Total contributions
- $15,587,653
- Total income / additions
- $44,679,492
Expenses & distributions
- Benefits paid
- $8,914,688
- Administrative expenses
- $238,006
- Total expenses
- $9,152,694
- Net increase / (decrease)
- $35,526,798
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $57,628 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $43,000 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Serv. | NONE | $22,087 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $19,350 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $15,600 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $6,370 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, U.A. Union Local No. 290 Plumber,
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Tualatin, OR
- Zenith American Solutions — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- John Hancock Retirement Plan Serv. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Us Bank — Schedule C compensation