Retirement plan

PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

Name: BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL - PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL (2022) 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 2022

5 MEADOW HEIGHTS PROFESSIONAL PARK - COLLINSVILLE, IL 622344471

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.2M

-16.3% from 2021

Total participants

145

+5.1% from 2021

Average account balance

$111,945

-20.3% from 2021

Annual return

-18.06%

-33.32 pp from 2021

Benchmarks

See 1,744 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,744 peers

Snapshot2022

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 LLP5 years Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507	Accounting	$10,727
HAMMOND AND SHINNERS, P.C.1 year Filed as: HAMMOND & SHINNERS PC Service code 29 13205 MANCHESTER RD STE 210 · ST. LOUIS, MO 63131	Legal	$7,861

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

$29K

$237 / participant

Other / not subdivided$29K100.0%

% of EOY assets

0.178%

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: ANDERSMINKLER HUBER HELM LLP
Auditor EIN: 430831507
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$111,945

$51,197+118.7%

$82,726+35.3%

$66,923+67.3%

Participation rate

100.0%

67.8%+32.2pp

72.6%+27.4pp

69.8%+30.2pp

Annual return

-18.06%

-9.64%-8.4pp

701.33%-719.4pp

1.58%-19.6pp

Employer contribution / active EE

$4,878

$2,611+86.9%

$3,009+62.1%

$2,545+91.7%

Participant deferral / active EE

$3,361

$3,458-2.8%

$4,394-23.5%

$4,237-20.7%

Admin fee / account holder

$199

$416-52.1%

$5,328-96.3%

$593-66.4%

Provider

Service type

Compensation

ANDERS MINKLER HUBER & HELM LLP5 years

Filed as: ANDERS MINKLER HUBER HELM LLP

Service code 10 · EIN 43-0831507

Accounting

$10,727

HAMMOND AND SHINNERS, P.C.1 year

Filed as: HAMMOND & SHINNERS PC

Service code 29

13205 MANCHESTER RD STE 210 · ST. LOUIS, MO 63131

Legal

$7,861

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