2023 Form 5500 filing — Local Union 373 U.A. Annuity Fund
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 20241008150045NAL0016903457001) for Local Union 373 U.A. Annuity Fund, reported by Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu under EIN 13-3323430 and plan number 001. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008150045NAL0016903457001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Plumbers & Steamfitters Local 373 U.A. Annuity Fu
- EIN
- 13-3323430
- Plan number
- 001
- Location
- Mountainville, NY
- Participants
- 433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,499,825
- Total liabilities (EOY)
- $21,640
- Net assets (EOY)
- $43,478,185
- Employer contributions
- $4,030,646
- Total income / additions
- $9,438,607
- Benefits paid
- $2,872,230
- Administrative expenses
- $103,179
- Total expenses
- $2,975,409
- Net increase / (decrease)
- $6,463,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance | NONE | $38,319 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $13,000 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $12,500 | not reported in the loaded dataset |