Retirement plan

PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

Name: BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL - PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL (2020) Form 5500
Creator: BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL, BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTALEIN 75-3068596Plan #002PY 2020

5 MEADOW HEIGHTS PROFESSIONAL PARK - COLLINSVILLE, IL 622344471

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.4M

+20.2% from 2019

Total participants

137

-0.7% from 2019

Average account balance

$119,641

-0.9% from 2019

Annual return

18.10%

-4.36 pp from 2019

Benchmarks

See 1,687 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,687 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$23.64M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$153K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

155

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

87.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.08%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$255

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ANDERS MINKLER HUBER & HELM LLP3 years Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507	Accounting	$7,558
EKON BENEFITS6+ years Service code 15 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108	Recordkeeping	$4,697

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$23K

$197 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.139%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ANDERS MINKLER HUBER & HELM LLP
Auditor EIN: 430831507
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$119,641

$66,124+80.9%

$90,461+32.3%

$73,497+62.8%

Participation rate

100.0%

69.7%+30.3pp

72.7%+27.3pp

70.7%+29.3pp

Annual return

18.10%

17.65%+0.4pp

1294.76%-1276.7pp

28.51%-10.4pp

Employer contribution / active EE

$4,168

$2,346+77.6%

$3,264+27.7%

$2,270+83.6%

Participant deferral / active EE

$3,214

$3,039+5.7%

$3,964-18.9%

$3,740-14.1%

Admin fee / account holder

$166

$396-58.0%

$5,617-97.0%

$513-67.6%

Provider

Service type

Compensation

ANDERS MINKLER HUBER & HELM LLP3 years

Filed as: ANDERS MINKLER HUBER HELM LLP

Service code 10 · EIN 43-0831507

Accounting

$7,558

EKON BENEFITS6+ years

Service code 15

4940 WASHINGTON BLVD · ST. LOUIS, MO 63108

Recordkeeping

$4,697

PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion