Local Union 373 U.A. Annuity Fund — Form 5500 plan (Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu)
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, Local Union 373 U.A. Annuity Fund is a benefit plan reported by Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu under EIN 13-3323430 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $43,499,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu
- EIN
- 13-3323430
- Plan number
- 001
- Plan type
- 1
- Location
- Mountainville, NY
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $43,499,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20241008150045NAL0016903457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,499,825
- Total liabilities (EOY)
- $21,640
- Net assets (EOY)
- $43,478,185
- Net assets (BOY)
- $37,014,987
Income & contributions
- Employer contributions
- $4,030,646
- Total contributions
- $4,030,646
- Total income / additions
- $9,438,607
Expenses & distributions
- Benefits paid
- $2,872,230
- Administrative expenses
- $103,179
- Total expenses
- $2,975,409
- Net increase / (decrease)
- $6,463,198
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance | NONE | $38,319 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mountainville, NY
- Empower Life & Annuity Insurance — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Merrill Lynch — Schedule C compensation