Plan5500

2023 Form 5500 filing — Plumbers And Pipefitters Local No. 104 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 20250507065815NAL0010384977001) for Plumbers And Pipefitters Local No. 104 Annuity Fund, reported by Plumbers And Pipefitters Local No 104 under EIN 04-2564795 and plan number 003. It reports 442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250507065815NAL0010384977001
Filing year
2023
Form type
1
Plan sponsor
Plumbers And Pipefitters Local No 104
EIN
04-2564795
Plan number
003
Location
Holyoke, MA
Participants
442
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$84,196,111
Total liabilities (EOY)
$33,100
Net assets (EOY)
$84,163,011
Employer contributions
$3,064,416
Total income / additions
$11,550,463
Benefits paid
$5,548,945
Administrative expenses
$126,161
Total expenses
$5,675,106
Net increase / (decrease)
$5,875,357
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$51,106$0
Lapier Dillon And Associates PcAUDITORS$15,049not reported in the loaded dataset
Carley GuilbertCONTRACT ADMINISTRATOR$12,502not reported in the loaded dataset
Barbara WillettADMINISTRATIVE ASSISTANT$8,991not reported in the loaded dataset
Commonwealth Equity Services LLC DbINVESTMENT ADVISOR$5,000not reported in the loaded dataset
Krakow Souris And Landry LLCLAWYERS$5,000not reported in the loaded dataset

Related Form 5500 pages