2023 Form 5500 filing — Connecticut Pipetrades Local No. 777 Annuity 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 20250410125758NAL0021559281001) for Connecticut Pipetrades Local No. 777 Annuity Plan, reported by Connecticut Pipetrades Local No. 777 Annuity Fund under EIN 06-1441857 and plan number 001. It reports 4,216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410125758NAL0021559281001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Connecticut Pipetrades Local No. 777 Annuity Fund
- EIN
- 06-1441857
- Plan number
- 001
- Location
- Wethersfield, CT
- Participants
- 4,216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $245,691,491
- Total liabilities (EOY)
- $139,483
- Net assets (EOY)
- $245,552,008
- Employer contributions
- $12,927,942
- Participant contributions
- $252,477
- Total income / additions
- $42,849,982
- Benefits paid
- $9,016,747
- Administrative expenses
- $523,799
- Total expenses
- $9,540,546
- Net increase / (decrease)
- $33,309,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | CUSTODIAN | $144,980 | $1,023,522 |
| Ct Pipe Trades Benefit Funds Admin | ADMIN CORPORATION | $211,399 | not reported in the loaded dataset |
| Segal Macro Advisors | INVESTMENT CONSULTANT | $34,000 | not reported in the loaded dataset |
| Holm & O'Hara | ATTORNEY | $33,041 | not reported in the loaded dataset |
| Segal Company | CONSULTANT | $19,768 | not reported in the loaded dataset |
| Beers, Hamerman, Cohen & Burger. | AUDITOR | $14,000 | not reported in the loaded dataset |
| Robert Cheverie & Assocs | ATTORNEY | $12,439 | not reported in the loaded dataset |
| Novack Francella | AUDITOR | $5,475 | not reported in the loaded dataset |