2023 Form 5500 filing — Plumbers And Steamfitters Local No. 7 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 20250312214632NAL0031580816001) for Plumbers And Steamfitters Local No. 7 Annuity Fund, reported by Trustees Of Plumbers And Steamfitters Local No. 7 Annuity Fund under EIN 90-0127434 and plan number 002. It reports 1,104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312214632NAL0031580816001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plumbers And Steamfitters Local No. 7 Annuity Fund
- EIN
- 90-0127434
- Plan number
- 002
- Location
- Latham, NY
- Participants
- 1,104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,515,968
- Total liabilities (EOY)
- $89,221
- Net assets (EOY)
- $104,426,747
- Employer contributions
- $9,079,326
- Total income / additions
- $25,033,779
- Benefits paid
- $7,043,073
- Administrative expenses
- $232,757
- Total expenses
- $7,275,830
- Net increase / (decrease)
- $17,757,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plumbers And Steamfitters Local 7 A | PLAN | $261,621 | $0 |
| Transamerica Retirement Solutions | NONE | $76,517 | $0 |
| Mpc Capital Advisors LLC | NONE | $23,651 | not reported in the loaded dataset |
| Blitman & King | NONE | $16,697 | not reported in the loaded dataset |
| Mengel, Metzger, Barr & Co., Llp | not reported in the loaded dataset | $14,002 | not reported in the loaded dataset |