Trustees Of The Local Union No. 572 Annuity Fund — 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, Trustees Of The Local Union No. 572 Annuity Fund (EIN 83-4459073) is a plan sponsor located in Goodlettsville, TN 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
83-4459073
Location
Goodlettsville, TN
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,169,043
Total reported liabilities (EOY)
$52,446
Total reported net assets (EOY)
$6,116,597

Contributions & income

Employer contributions
$3,225,913
Total income / additions
$3,389,900

Expenses & distributions

Benefits paid / distributions
$64,470
Total expenses
$92,274
Net increase / (decrease)
$3,297,626

Coverage

Total reported participants
1,114
Plans with financial statements
1
Plans with provider compensation
1

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

Trustees Of The Local Union No. 572 Annuity Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Plumbers, Pipefitters And Hvac Technicians Local Union No. 572 Annuity Fund0011,114$6,169,0432023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Trustees Of The Local Union No. 572 Annuity Fund
YearPlanParticipantsSchedulesFiling
2023Plumbers, Pipefitters And Hvac Technicians Local Union No. 572 Annuity Fund1,114H, C20250115110049NAL0043264146001

Related Form 5500 pages