U.A. Plumbers & Steamfitters Local 22 Annuity Fund — Form 5500 plan (U.A. Plumbers And Steamfitters Local No. 22 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, U.A. Plumbers & Steamfitters Local 22 Annuity Fund is a benefit plan reported by U.A. Plumbers And Steamfitters Local No. 22 Annuity Fund under EIN 77-0596978 and plan number 001. The latest loaded filing year is 2023. The filing reports 996 participants and $86,872,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.A. Plumbers And Steamfitters Local No. 22 Annuity Fund
- EIN
- 77-0596978
- Plan number
- 001
- Plan type
- 1
- Location
- West Seneca, NY
- Latest filing year
- 2023
- Participants
- 996
- End-of-year plan assets
- $86,872,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 996 | H, C | 20241119101317NAL0003642304005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,872,785
- Total liabilities (EOY)
- $44,401
- Net assets (EOY)
- $86,828,384
- Net assets (BOY)
- $72,510,647
Income & contributions
- Employer contributions
- $7,500,384
- Total contributions
- $7,500,384
- Total income / additions
- $18,000,362
Expenses & distributions
- Benefits paid
- $3,405,632
- Administrative expenses
- $276,993
- Total expenses
- $3,682,625
- Net increase / (decrease)
- $14,317,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $64,092 | not reported in the loaded dataset | 2023 |
| Blitman & King, Llp | NONE | $36,280 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $17,774 | $0 | 2023 |
| Tronconi Segarra & Associates, Llp | NONE | $15,013 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.A. Plumbers And Steamfitters Local No. 22 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in West Seneca, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Blitman & King, Llp — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Tronconi Segarra & Associates, Llp — Schedule C compensation