2023 Form 5500 filing — Plumbers Local 24 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 20250213195716NAL0039052816001) for Plumbers Local 24 Annuity Fund, reported by Plumbers Local 24 Annuity Fund under EIN 22-2372054 and plan number 001. It reports 1,210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213195716NAL0039052816001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local 24 Annuity Fund
- EIN
- 22-2372054
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 1,210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $183,319,301
- Total liabilities (EOY)
- $26,014
- Net assets (EOY)
- $183,293,287
- Employer contributions
- $6,892,766
- Participant contributions
- $0
- Total income / additions
- $21,797,852
- Benefits paid
- $10,257,395
- Administrative expenses
- $284,031
- Total expenses
- $10,541,426
- Net increase / (decrease)
- $11,256,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plumbers Local 24 Annuity Fund | OTHER | $369,999 | not reported in the loaded dataset |
| I E Shaffer & Co. | NONE | $88,750 | not reported in the loaded dataset |
| Gerson & Associates Cpas And Adv, P | NONE | $37,082 | not reported in the loaded dataset |
| Morgan Stanley Graystone | NONE | $29,920 | not reported in the loaded dataset |
| Lindabury Mccormack & Estabrook | NONE | $15,800 | not reported in the loaded dataset |
| Zazzali, Fagella, Nowak, Et Al | NONE | $12,000 | not reported in the loaded dataset |
| Oransky, Scaraggi, Borg & Abbamont | NONE | $7,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |