Retirement plan

PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

Name: BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL - PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL (2021) 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 2021

5 MEADOW HEIGHTS PROFESSIONAL PARK - COLLINSVILLE, IL 622344471

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$19.4M

+18.2% from 2020

Total participants

138

+0.7% from 2020

Average account balance

$140,445

+17.4% from 2020

Annual return

15.27%

-2.83 pp from 2020

Benchmarks

See 1,682 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,682 peers

Snapshot2021

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 1 by compensation

Provider	Service type	Compensation
ANDERS MINKLER HUBER & HELM LLP4 years Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507	Accounting	$12,810

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

$22K

$183 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.113%

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

$140,445

$63,768+120.2%

$98,506+42.6%

$79,389+76.9%

Participation rate

100.0%

69.9%+30.1pp

73.3%+26.7pp

70.7%+29.3pp

Annual return

15.27%

626.18%-610.9pp

1494.92%-1479.7pp

116.89%-101.6pp

Employer contribution / active EE

$5,001

$2,558+95.5%

$2,961+68.9%

$2,428+106.0%

Participant deferral / active EE

$3,174

$3,305-3.9%

$4,277-25.8%

$4,046-21.5%

Admin fee / account holder

$159

$516-69.2%

$5,955-97.3%

$626-74.7%

Provider

Service type

Compensation

ANDERS MINKLER HUBER & HELM LLP4 years

Filed as: ANDERS MINKLER HUBER HELM LLP

Service code 10 · EIN 43-0831507

Accounting

$12,810

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