Plumbers And Pipefitters Annuity Fund Local No. 520 — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 And Pipefitters Annuity Fund Local No. 520 (EIN 23-6489357) is a plan sponsor located in Troy, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-6489357
Location
Troy, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$481,843,747
Total reported liabilities (EOY)
$81,900
Total reported net assets (EOY)
$481,761,847

Contributions & income

Employer contributions
$24,619,992
Total income / additions
$77,810,575

Expenses & distributions

Benefits paid / distributions
$26,236,335
Total expenses
$27,167,140
Net increase / (decrease)
$50,643,435

Coverage

Total reported participants
3,837
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Plumbers And Pipefitters Annuity Fund Local No. 520 plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Plumbers And Pipefitters Local 520 Pension Plan0012,082$277,105,1972023
Plumbers And Pipefitters Local Union 520 Annuity Plan0031,755$204,738,5502023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Plumbers And Pipefitters Annuity Fund Local No. 520
YearPlanParticipantsSchedulesFiling
2023Plumbers And Pipefitters Local Union 520 Annuity Plan1,755H, C20250215094223NAL0051354386001
2023Plumbers And Pipefitters Local 520 Pension Plan2,082H, C20250215094446NAL0051360322001

Related Form 5500 pages