Retirement plan

PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

Name: BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL - PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL (2023) 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 2023

5 MEADOW HEIGHTS PROFESSIONAL PARK - COLLINSVILLE, IL 62234618-346-2560

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$19.8M

+21.9% from 2022

Total participants

155

+6.9% from 2022

Average account balance

$127,707

+14.1% from 2022

Annual return

19.54%

+37.60 pp from 2022

Benchmarks

See 1,917 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,917 peers

Snapshot2023

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 LLP6 years Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 800 MARKET STREET, SUITE 500 · ST. LOUIS, MO 63101	Accounting	$20,414
HAMMOND AND SHINNERS, P.C.2 years Filed as: HAMMOND & SHINNERS PC Service code 29 13205 MANCHESTER RD STE 210 · ST. LOUIS, MO 63131	Legal	$5,191

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

$42K

$310 / participant

Legal$5K12.4%
Other / not subdivided$37K87.6%

% of EOY assets

0.211%

all-in expense ratio

Categories reported

1 / 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: $19,475
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$127,707

$58,312+119.0%

$86,656+47.4%

$71,529+78.5%

Participation rate

100.0%

65.0%+35.0pp

71.7%+28.3pp

67.9%+32.1pp

Annual return

19.54%

24.08%-4.5pp

593.09%-573.5pp

28.97%-9.4pp

Employer contribution / active EE

$4,662

$2,576+81.0%

$3,025+54.1%

$2,590+80.0%

Participant deferral / active EE

$3,170

$3,439-7.8%

$4,439-28.6%

$4,291-26.1%

Admin fee / account holder

$270

$1,057-74.5%

$5,619-95.2%

$1,588-83.0%

Provider

Service type

Compensation

ANDERS MINKLER HUBER & HELM LLP6 years

Filed as: ANDERS MINKLER HUBER HELM LLP

Service code 10 · EIN 43-0831507

800 MARKET STREET, SUITE 500 · ST. LOUIS, MO 63101

Accounting

$20,414

HAMMOND AND SHINNERS, P.C.2 years

Filed as: HAMMOND & SHINNERS PC

Service code 29

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

Legal

$5,191

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