Plumbers Local 24 Annuity Fund — Form 5500 plan (Plumbers Local 24 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, Plumbers Local 24 Annuity Fund is a benefit plan reported by Plumbers Local 24 Annuity Fund under EIN 22-2372054 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,210 participants and $183,319,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local 24 Annuity Fund
- EIN
- 22-2372054
- Plan number
- 001
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,210
- End-of-year plan assets
- $183,319,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,210 | H, C | 20250213195716NAL0039052816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $183,319,301
- Total liabilities (EOY)
- $26,014
- Net assets (EOY)
- $183,293,287
- Net assets (BOY)
- $172,036,861
Income & contributions
- Employer contributions
- $6,892,766
- Participant contributions
- $0
- Total contributions
- $6,892,766
- Total income / additions
- $21,797,852
Expenses & distributions
- Benefits paid
- $10,257,395
- Administrative expenses
- $284,031
- Total expenses
- $10,541,426
- Net increase / (decrease)
- $11,256,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plumbers Local 24 Annuity Fund | OTHER | $369,999 | not reported in the loaded dataset | 2023 |
| I E Shaffer & Co. | NONE | $88,750 | not reported in the loaded dataset | 2023 |
| Gerson & Associates Cpas And Adv, P | NONE | $37,082 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Graystone | NONE | $29,920 | not reported in the loaded dataset | 2023 |
| Lindabury Mccormack & Estabrook | NONE | $15,800 | not reported in the loaded dataset | 2023 |
| Zazzali, Fagella, Nowak, Et Al | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Oransky, Scaraggi, Borg & Abbamont | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local 24 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- Plumbers Local 24 Annuity Fund — Schedule C compensation
- I E Shaffer & Co. — Schedule C compensation
- Gerson & Associates Cpas And Adv, P — Schedule C compensation
- Morgan Stanley Graystone — Schedule C compensation
- Lindabury Mccormack & Estabrook — Schedule C compensation
- Zazzali, Fagella, Nowak, Et Al — Schedule C compensation
- Oransky, Scaraggi, Borg & Abbamont — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation