Connecticut Pipetrades Local No. 777 Annuity Plan — Form 5500 plan (Connecticut Pipetrades Local No. 777 Annuity Fund)
Plain-English plan 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, Connecticut Pipetrades Local No. 777 Annuity Plan is a benefit plan reported by Connecticut Pipetrades Local No. 777 Annuity Fund under EIN 06-1441857 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,216 participants and $245,691,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connecticut Pipetrades Local No. 777 Annuity Fund
- EIN
- 06-1441857
- Plan number
- 001
- Plan type
- 1
- Location
- Wethersfield, CT
- Latest filing year
- 2023
- Participants
- 4,216
- End-of-year plan assets
- $245,691,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,216 | H, C | 20250410125758NAL0021559281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $245,691,491
- Total liabilities (EOY)
- $139,483
- Net assets (EOY)
- $245,552,008
- Net assets (BOY)
- $212,242,572
Income & contributions
- Employer contributions
- $12,927,942
- Participant contributions
- $252,477
- Total contributions
- $13,180,419
- Total income / additions
- $42,849,982
Expenses & distributions
- Benefits paid
- $9,016,747
- Administrative expenses
- $523,799
- Total expenses
- $9,540,546
- Net increase / (decrease)
- $33,309,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | CUSTODIAN | $144,980 | $1,023,522 | 2023 |
| Ct Pipe Trades Benefit Funds Admin | ADMIN CORPORATION | $211,399 | not reported in the loaded dataset | 2023 |
| Segal Macro Advisors | INVESTMENT CONSULTANT | $34,000 | not reported in the loaded dataset | 2023 |
| Holm & O'Hara | ATTORNEY | $33,041 | not reported in the loaded dataset | 2023 |
| Segal Company | CONSULTANT | $19,768 | not reported in the loaded dataset | 2023 |
| Beers, Hamerman, Cohen & Burger. | AUDITOR | $14,000 | not reported in the loaded dataset | 2023 |
| Robert Cheverie & Assocs | ATTORNEY | $12,439 | not reported in the loaded dataset | 2023 |
| Novack Francella | AUDITOR | $5,475 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Connecticut Pipetrades Local No. 777 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wethersfield, CT
- John Hancock Retirement Plan Servic — Schedule C compensation
- Ct Pipe Trades Benefit Funds Admin — Schedule C compensation
- Segal Macro Advisors — Schedule C compensation
- Holm & O'Hara — Schedule C compensation
- Segal Company — Schedule C compensation
- Beers, Hamerman, Cohen & Burger. — Schedule C compensation
- Robert Cheverie & Assocs — Schedule C compensation
- Novack Francella — Schedule C compensation