2023 Form 5500 filing — Worcester Plumbers And Pipefitters Local Union #4 Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001125446NAL0003261427001) for Worcester Plumbers And Pipefitters Local Union #4 Annuity Plan, reported by Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund under EIN 04-6069434 and plan number 002. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001125446NAL0003261427001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund
- EIN
- 04-6069434
- Plan number
- 002
- Location
- Wallingford, CT
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,416,759
- Total liabilities (EOY)
- $13,675
- Net assets (EOY)
- $50,403,084
- Employer contributions
- $2,556,932
- Total income / additions
- $11,355,618
- Benefits paid
- $2,415,619
- Administrative expenses
- $135,616
- Total expenses
- $2,551,235
- Net increase / (decrease)
- $8,804,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance | NONE | $39,169 | $0 |
| Morgan Stanley | NONE | $25,000 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $24,720 | not reported in the loaded dataset |
| Novak Francella, LLC | ACCOUNTANT | $12,038 | not reported in the loaded dataset |
| Robert M. Cheverie & Associates | ATTORNEY | $12,000 | not reported in the loaded dataset |