Pipe Fitters Local Union No. 120 Annuity Fund — Form 5500 plan (Pipe Fitters Local Union No. 120 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, Pipe Fitters Local Union No. 120 Annuity Fund is a benefit plan reported by Pipe Fitters Local Union No. 120 Annuity Fund under EIN 34-1480483 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,700 participants and $89,305,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipe Fitters Local Union No. 120 Annuity Fund
- EIN
- 34-1480483
- Plan number
- 001
- Plan type
- 1
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 1,700
- End-of-year plan assets
- $89,305,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,700 | H, C | 20241016145234NAL0017852291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,305,389
- Total liabilities (EOY)
- $99,749
- Net assets (EOY)
- $89,205,640
- Net assets (BOY)
- $77,059,907
Income & contributions
- Employer contributions
- $4,904,321
- Total contributions
- $4,989,343
- Total income / additions
- $18,106,500
Expenses & distributions
- Benefits paid
- $5,752,481
- Administrative expenses
- $208,286
- Total expenses
- $5,960,767
- Net increase / (decrease)
- $12,145,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ciuni & Panichi | not reported in the loaded dataset | $20,362 | not reported in the loaded dataset | 2023 |
| Tiffany Clarke | EMPLOYEE | $15,541 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman, Phillips, Llp. | not reported in the loaded dataset | $15,154 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $6,000 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Serv | not reported in the loaded dataset | $5,684 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants, Inc. | not reported in the loaded dataset | $5,145 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pipe Fitters Local Union No. 120 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Ciuni & Panichi — Schedule C compensation
- Tiffany Clarke — Schedule C compensation
- Faulkner, Hoffman, Phillips, Llp. — Schedule C compensation
- The Segal Company — Schedule C compensation
- John Hancock Retirement Plan Serv — Schedule C compensation
- Jbm Computer Consultants, Inc. — Schedule C compensation