2023 Form 5500 filing — Plumbers & Pipefitters Lu No. 74 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 20241008181506NAL0009969939001) for Plumbers & Pipefitters Lu No. 74 Annuity Fund, reported by Bd Of Tte Of Plum & Pipe Lu No. 74 Pipefitters Lu No. 74 Annuity Fund under EIN 22-2913742 and plan number 001. It reports 1,590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008181506NAL0009969939001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tte Of Plum & Pipe Lu No. 74 Pipefitters Lu No. 74 Annuity Fund
- EIN
- 22-2913742
- Plan number
- 001
- Location
- Wilmington, DE
- Participants
- 1,590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,258,538
- Total liabilities (EOY)
- $19,510
- Net assets (EOY)
- $88,239,028
- Employer contributions
- $5,766,496
- Total income / additions
- $18,694,196
- Benefits paid
- $6,115,173
- Administrative expenses
- $245,230
- Total expenses
- $6,360,403
- Net increase / (decrease)
- $12,333,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $89,017 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $46,021 | not reported in the loaded dataset |
| Midatlantic Trust Company | NONE | $25,572 | not reported in the loaded dataset |
| Whisman Giordano LLC | NONE | $13,000 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $11,505 | not reported in the loaded dataset |
| Young Conaway Stargatt Taylor | NONE | $9,213 | not reported in the loaded dataset |
| Jennings Sigmond Pc | NONE | $4,311 | not reported in the loaded dataset |
| Holroyd Gelman, P.C. | NONE | $2,915 | not reported in the loaded dataset |