2023 Form 5500 filing — Plumbers & Steamfitters Local 81 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 20241015092354NAL0027938497004) for Plumbers & Steamfitters Local 81 Annuity Fund, reported by Trustees Of Plumbers & Steamfitters Local 81 Annuity Fund under EIN 16-1103194 and plan number 002. It reports 1,249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092354NAL0027938497004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plumbers & Steamfitters Local 81 Annuity Fund
- EIN
- 16-1103194
- Plan number
- 002
- Location
- Syracuse, NY
- Participants
- 1,249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,210,817
- Total liabilities (EOY)
- $66,195
- Net assets (EOY)
- $85,144,622
- Employer contributions
- $4,796,925
- Participant contributions
- $675,440
- Total income / additions
- $14,953,285
- Benefits paid
- $4,811,835
- Administrative expenses
- $301,615
- Total expenses
- $5,113,450
- Net increase / (decrease)
- $9,839,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | PARTY-IN-INTEREST | $107,174 | $0 |
| Local 73 Health & Welfare Fund | NONE | $52,497 | not reported in the loaded dataset |
| Blitman & King | NONE | $29,055 | not reported in the loaded dataset |
| D'Arcangelo & Co. Llp | NONE | $22,000 | not reported in the loaded dataset |
| Marco Consulting | NONE | $16,500 | not reported in the loaded dataset |