Plumbers & Steamfitters Local 577 Pension Plan — Form 5500 plan (Board Of Trustees Plumbers & Steamfitters 577 Pension Plan)
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 & Steamfitters Local 577 Pension Plan is a benefit plan reported by Board Of Trustees Plumbers & Steamfitters 577 Pension Plan under EIN 31-6134953 and plan number 001. The latest loaded filing year is 2023. The filing reports 808 participants and $93,312,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers & Steamfitters 577 Pension Plan
- EIN
- 31-6134953
- Plan number
- 001
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 808
- End-of-year plan assets
- $93,312,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 808 | H, C | 20250613133010NAL0017592609002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,312,607
- Total liabilities (EOY)
- $15,107
- Net assets (EOY)
- $93,297,500
- Net assets (BOY)
- $81,760,778
Income & contributions
- Employer contributions
- $6,782,988
- Total contributions
- $6,782,988
- Total income / additions
- $20,513,442
Expenses & distributions
- Benefits paid
- $8,375,461
- Administrative expenses
- $601,259
- Total expenses
- $8,976,720
- Net increase / (decrease)
- $11,536,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | INVESTMENT CONSULTANT | $383,438 | not reported in the loaded dataset | 2023 |
| Umr | CONTRACT ADMINISTRATOR | $54,108 | not reported in the loaded dataset | 2023 |
| Blackrock Investment Management | INVESTMENT MANAGER | $46,906 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | INVESTMENT MANAGER | $10,756 | not reported in the loaded dataset | 2023 |
| Osborn Carreiro & Associates | ACTUARY/CONSULTANT | $10,600 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Mass Mutual Financial Group | INVESTMENT MANAGER | $9,096 | not reported in the loaded dataset | 2023 |
| Herzfeld Suetholz Gastel Leniski | ATTORNEY | $5,367 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers & Steamfitters 577 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Merrill Lynch — Schedule C compensation
- Umr — Schedule C compensation
- Blackrock Investment Management — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Osborn Carreiro & Associates — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- Mass Mutual Financial Group — Schedule C compensation
- Herzfeld Suetholz Gastel Leniski — Schedule C compensation