Plumbers & Fitters Local No. 110 Annuity Trust Fund — Form 5500 plan (Bd Of Trustees- Plumbers & Fitters Local No. 110 Annuity Trust 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 & Fitters Local No. 110 Annuity Trust Fund is a benefit plan reported by Bd Of Trustees- Plumbers & Fitters Local No. 110 Annuity Trust Fund under EIN 54-1902629 and plan number 001. The latest loaded filing year is 2023. The filing reports 832 participants and $53,051,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees- Plumbers & Fitters Local No. 110 Annuity Trust Fund
- EIN
- 54-1902629
- Plan number
- 001
- Plan type
- 1
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 832
- End-of-year plan assets
- $53,051,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 832 | H, C | 20250218084508NAL0002235619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,051,747
- Total liabilities (EOY)
- $18,664
- Net assets (EOY)
- $53,033,083
- Net assets (BOY)
- $47,051,003
Income & contributions
- Employer contributions
- $2,412,786
- Total contributions
- $2,412,786
- Total income / additions
- $8,558,246
Expenses & distributions
- Benefits paid
- $2,400,711
- Administrative expenses
- $175,455
- Total expenses
- $2,576,166
- Net increase / (decrease)
- $5,982,080
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance | NONE | $67,993 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators Inc | NONE | $43,057 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $18,450 | not reported in the loaded dataset | 2023 |
| Branstetter, Stranch & Jennings | NONE | $7,394 | not reported in the loaded dataset | 2023 |
| Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees- Plumbers & Fitters Local No. 110 Annuity Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Massachusetts Mutual Life Insurance — Schedule C compensation
- Southern Benefit Administrators Inc — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Branstetter, Stranch & Jennings — Schedule C compensation
- Mutual Funds — Schedule C compensation