2023 Form 5500 filing — U.A. Plumbers & Steamfitters Local 22 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 20241119101317NAL0003642304005) for U.A. Plumbers & Steamfitters Local 22 Annuity Fund, reported by U.A. Plumbers And Steamfitters Local No. 22 Annuity Fund under EIN 77-0596978 and plan number 001. It reports 996 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241119101317NAL0003642304005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- U.A. Plumbers And Steamfitters Local No. 22 Annuity Fund
- EIN
- 77-0596978
- Plan number
- 001
- Location
- West Seneca, NY
- Participants
- 996
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,872,785
- Total liabilities (EOY)
- $44,401
- Net assets (EOY)
- $86,828,384
- Employer contributions
- $7,500,384
- Total income / additions
- $18,000,362
- Benefits paid
- $3,405,632
- Administrative expenses
- $276,993
- Total expenses
- $3,682,625
- Net increase / (decrease)
- $14,317,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $64,092 | not reported in the loaded dataset |
| Blitman & King, Llp | NONE | $36,280 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $17,774 | $0 |
| Tronconi Segarra & Associates, Llp | NONE | $15,013 | not reported in the loaded dataset |