2023 Form 5500 filing — Plumbers & Fitters Local No. 110 Annuity Trust 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 20250218084508NAL0002235619001) for Plumbers & Fitters Local No. 110 Annuity Trust Fund, reported by Bd Of Trustees- Plumbers & Fitters Local No. 110 Annuity Trust Fund under EIN 54-1902629 and plan number 001. It reports 832 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218084508NAL0002235619001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees- Plumbers & Fitters Local No. 110 Annuity Trust Fund
- EIN
- 54-1902629
- Plan number
- 001
- Location
- Norfolk, VA
- Participants
- 832
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,051,747
- Total liabilities (EOY)
- $18,664
- Net assets (EOY)
- $53,033,083
- Employer contributions
- $2,412,786
- Total income / additions
- $8,558,246
- Benefits paid
- $2,400,711
- Administrative expenses
- $175,455
- Total expenses
- $2,576,166
- Net increase / (decrease)
- $5,982,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Insurance | NONE | $67,993 | not reported in the loaded dataset |
| Southern Benefit Administrators Inc | NONE | $43,057 | not reported in the loaded dataset |
| Reynolds Consulting Services | NONE | $27,500 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $18,450 | not reported in the loaded dataset |
| Branstetter, Stranch & Jennings | NONE | $7,394 | not reported in the loaded dataset |
| Mutual Funds | NONE | $0 | $0 |