2023 Form 5500 filing — Plumbers & Steamfitters Local 577 Annuity Plan
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 20250613133010NAL0017592609003) for Plumbers & Steamfitters Local 577 Annuity Plan, reported by Board Of Trustees Plumbers & Steamfitters 577 Annuity Plan under EIN 31-6134953 and plan number 002. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613133010NAL0017592609003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers & Steamfitters 577 Annuity Plan
- EIN
- 31-6134953
- Plan number
- 002
- Location
- Lexington, KY
- Participants
- 412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,608,138
- Total liabilities (EOY)
- $38,995
- Net assets (EOY)
- $19,569,143
- Employer contributions
- $1,939,429
- Total income / additions
- $5,175,936
- Benefits paid
- $1,288,332
- Administrative expenses
- $127,503
- Total expenses
- $1,415,835
- Net increase / (decrease)
- $3,760,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvs | RECORDKEEPER | $41,855 | not reported in the loaded dataset |
| Merrill Lynch Life Agency | INVESTMENT ADVISOR | $35,045 | not reported in the loaded dataset |
| Umr | CONTRACT ADMNISTRATION | $26,858 | not reported in the loaded dataset |
| Herzfeld Suetholz Gastel Leniski | ATTORNEY | $6,909 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $6,000 | not reported in the loaded dataset |