2023 Form 5500 filing — Worcester Plumbers And Pipefitters Local Union #4 Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001125446NAL0003261427001) for Worcester Plumbers And Pipefitters Local Union #4 Annuity Plan, reported by Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund under EIN 04-6069434 and plan number 002. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$50.4MReported net assets$50,403,084
Participants311
Provider compensation$112.9K5 Schedule C row(s)$112,927
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001125446NAL0003261427001
- Plan sponsor
- Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund
- EIN
- 04-6069434
- Plan number
- 002
- Location
- Wallingford, CT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$50.4M total assets
Net assets$50.4MLiabilities$13.7K
Full reported line items
- Total assets (EOY)
- $50,416,759
- Total liabilities (EOY)
- $13,675
- Net assets (EOY)
- $50,403,084
- Employer contributions
- $2,556,932
- Total income / additions
- $11,355,618
- Benefits paid
- $2,415,619
- Administrative expenses
- $135,616
- Total expenses
- $2,551,235
- Net increase / (decrease)
- $8,804,383
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance | NONE | $39,169 | $0 |
| Morgan Stanley | NONE | $25,000 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $24,720 | not reported in the loaded dataset |
| Novak Francella, LLC | ACCOUNTANT | $12,038 | not reported in the loaded dataset |
| Robert M. Cheverie & Associates | ATTORNEY | $12,000 | not reported in the loaded dataset |