Plumbers And Pipefitters Local Union 520 Annuity Plan — Form 5500 plan (Plumbers And Pipefitters Annuity Fund Local No. 520)
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 And Pipefitters Local Union 520 Annuity Plan is a benefit plan reported by Plumbers And Pipefitters Annuity Fund Local No. 520 under EIN 23-6489357 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,755 participants and $204,738,550 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Pipefitters Annuity Fund Local No. 520
- EIN
- 23-6489357
- Plan number
- 003
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,755
- End-of-year plan assets
- $204,738,550
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,755 | H, C | 20250215094223NAL0051354386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $204,738,550
- Total liabilities (EOY)
- $9,719
- Net assets (EOY)
- $204,728,831
- Net assets (BOY)
- $178,874,691
Income & contributions
- Employer contributions
- $7,997,680
- Total contributions
- $8,001,256
- Total income / additions
- $33,574,535
Expenses & distributions
- Benefits paid
- $7,419,169
- Administrative expenses
- $301,226
- Total expenses
- $7,720,395
- Net increase / (decrease)
- $25,854,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Administrative Service | NONE | $121,832 | $0 | 2023 |
| Benesys, Inc. | NONE | $63,384 | not reported in the loaded dataset | 2023 |
| Captrust Financial Advisors | NONE | $52,000 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart, Pc | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Odonoghue & Odonoghue Llp | NONE | $15,159 | not reported in the loaded dataset | 2023 |
| Kang Haggerty | NONE | $6,872 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Pipefitters Annuity Fund Local No. 520
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benefit Plan Administrative Service — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Captrust Financial Advisors — Schedule C compensation
- Fischer Dorwart, Pc — Schedule C compensation
- Odonoghue & Odonoghue Llp — Schedule C compensation
- Kang Haggerty — Schedule C compensation