2023 Form 5500 filing — United Association Of Plumbers And Pipefitters Local 693 Annuity Fund
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 20250207083654NAL0012947729001) for United Association Of Plumbers And Pipefitters Local 693 Annuity Fund, reported by Trustees-United Association Of Plumbers And Pipefitters Local 693 Annu under EIN 03-0320580 and plan number 002. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250207083654NAL0012947729001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees-United Association Of Plumbers And Pipefitters Local 693 Annu
- EIN
- 03-0320580
- Plan number
- 002
- Location
- South Burlington, VT
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,545,293
- Total liabilities (EOY)
- $29,795
- Net assets (EOY)
- $18,515,498
- Employer contributions
- $505,103
- Total income / additions
- $2,783,154
- Benefits paid
- $2,033,632
- Administrative expenses
- $95,286
- Total expenses
- $2,128,918
- Net increase / (decrease)
- $654,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $46,132 | $0 |
| Ibew Local 300 Health & Welfare Fd | NONE | $9,803 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $9,000 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $5,000 | not reported in the loaded dataset |