2023 Form 5500 filing — Local 344 Annuity Fund 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 20241015131600NAL0016468467001) for Local 344 Annuity Fund Plan, reported by Plumbers And Pipefitters Local 344 under EIN 73-0467693 and plan number 001. It reports 1,366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131600NAL0016468467001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Pipefitters Local 344
- EIN
- 73-0467693
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 1,366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,198,197
- Total liabilities (EOY)
- $31,798
- Net assets (EOY)
- $55,166,399
- Employer contributions
- $2,683,953
- Participant contributions
- $575,119
- Total income / additions
- $10,564,371
- Benefits paid
- $4,232,263
- Administrative expenses
- $243,001
- Total expenses
- $4,475,264
- Net increase / (decrease)
- $6,089,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $214,598 | $0 |
| Rbg Capital Markets, LLC | INVESTMENT ADVISOR | $75,634 | not reported in the loaded dataset |
| Employee Benefits Group, LLC | THIRD PARTY ADMINISTRATOR | $0 | $40,331 |
| Plumbers&Pipefitters Health&Welfare | PLAN SPONSOR | $26,098 | not reported in the loaded dataset |