Plumbers Local #63 Annuity Plan — Form 5500 plan (Board Of Trustees Plumbers Local #63 Annuity 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 Local #63 Annuity Plan is a benefit plan reported by Board Of Trustees Plumbers Local #63 Annuity Plan under EIN 37-1378834 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $20,284,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers Local #63 Annuity Plan
- EIN
- 37-1378834
- Plan number
- 002
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $20,284,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20250115133504NAL0044020530003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,284,120
- Total liabilities (EOY)
- $5,082
- Net assets (EOY)
- $20,279,038
- Net assets (BOY)
- $18,139,903
Income & contributions
- Employer contributions
- $882,837
- Total contributions
- $882,837
- Total income / additions
- $3,334,795
Expenses & distributions
- Benefits paid
- $1,126,598
- Administrative expenses
- $69,062
- Total expenses
- $1,195,660
- Net increase / (decrease)
- $2,139,135
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner Institutional, LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Cavanagh & O'Hara | NONE | $12,338 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, LLC | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Healthscope Benefits, Inc. | NONE | $8,025 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers Local #63 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Mariner Institutional, LLC — Schedule C compensation
- Cavanagh & O'Hara — Schedule C compensation
- Romolo & Associates, LLC — Schedule C compensation
- Healthscope Benefits, Inc. — Schedule C compensation