2023 Form 5500 filing — Annuity Fund Of Local 274
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 20241011130200NAL0021904577002) for Annuity Fund Of Local 274, reported by Plumbing & Pipefitting Ind Afl under EIN 22-2361111 and plan number 002. It reports 736 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130200NAL0021904577002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbing & Pipefitting Ind Afl
- EIN
- 22-2361111
- Plan number
- 002
- Location
- Parsippany, NJ
- Participants
- 736
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,907,677
- Total liabilities (EOY)
- $17,684
- Net assets (EOY)
- $151,889,993
- Employer contributions
- $4,451,003
- Total income / additions
- $19,882,896
- Benefits paid
- $7,351,664
- Administrative expenses
- $1,129,789
- Total expenses
- $8,481,453
- Net increase / (decrease)
- $11,401,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Basil Castrovinci Associates Inc | NONE | $180,535 | not reported in the loaded dataset |
| Ironsides Co-Investment Fund Vi | NONE | $129,303 | not reported in the loaded dataset |
| Boyd Watterson Gsa Fund Lp | NONE | $118,219 | not reported in the loaded dataset |
| Ironsides Partnership Fund Vi | NONE | $97,878 | not reported in the loaded dataset |
| Crescent Capital | NONE | $88,527 | not reported in the loaded dataset |
| Ullico Infrastructure Fund | NONE | $79,448 | not reported in the loaded dataset |
| Columbia Threadneedle | NONE | $64,240 | not reported in the loaded dataset |
| David A Gerson Cpa & Associates, Pc | NONE | $55,535 | not reported in the loaded dataset |
| Grosvenor Capital Management | NONE | $38,954 | not reported in the loaded dataset |
| Ironsides Opportunites Fund Ii | NONE | $34,102 | not reported in the loaded dataset |
| Prudential Retirement Iac | NONE | $27,735 | not reported in the loaded dataset |
| Loomis Sayles Trust Co | NONE | $23,256 | not reported in the loaded dataset |
| Reynolds Consulting | NONE | $18,964 | not reported in the loaded dataset |
| Lindabury,Mccormack & Estabrook | NONE | $18,250 | not reported in the loaded dataset |
| Timothy R Hott, Pc | NONE | $16,200 | not reported in the loaded dataset |
| Amalgamated Bank Trust Dept | NONE | $14,361 | not reported in the loaded dataset |