United Association Of Plumbers And Pipefitters Local 693 Annuity Fund — Form 5500 plan (Trustees-United Association Of Plumbers And Pipefitters Local 693 Annu)
Plain-English plan 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, United Association Of Plumbers And Pipefitters Local 693 Annuity Fund is a benefit plan reported by Trustees-United Association Of Plumbers And Pipefitters Local 693 Annu under EIN 03-0320580 and plan number 002. The latest loaded filing year is 2023. The filing reports 281 participants and $18,545,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees-United Association Of Plumbers And Pipefitters Local 693 Annu
- EIN
- 03-0320580
- Plan number
- 002
- Plan type
- 1
- Location
- South Burlington, VT
- Latest filing year
- 2023
- Participants
- 281
- End-of-year plan assets
- $18,545,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 281 | H, C | 20250207083654NAL0012947729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,545,293
- Total liabilities (EOY)
- $29,795
- Net assets (EOY)
- $18,515,498
- Net assets (BOY)
- $17,861,262
Income & contributions
- Employer contributions
- $505,103
- Total contributions
- $505,103
- Total income / additions
- $2,783,154
Expenses & distributions
- Benefits paid
- $2,033,632
- Administrative expenses
- $95,286
- Total expenses
- $2,128,918
- Net increase / (decrease)
- $654,236
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $46,132 | $0 | 2023 |
| Ibew Local 300 Health & Welfare Fd | NONE | $9,803 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees-United Association Of Plumbers And Pipefitters Local 693 Annu
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in South Burlington, VT
- Empower Annuity Insurance Company O — Schedule C compensation
- Ibew Local 300 Health & Welfare Fd — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Investment Performance Services — Schedule C compensation