Plumbers And Pipefitters Local No. 104 Annuity Fund — Form 5500 plan (Plumbers And Pipefitters Local No 104)
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, Plumbers And Pipefitters Local No. 104 Annuity Fund is a benefit plan reported by Plumbers And Pipefitters Local No 104 under EIN 04-2564795 and plan number 003. The latest loaded filing year is 2023. The filing reports 442 participants and $84,196,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Pipefitters Local No 104
- EIN
- 04-2564795
- Plan number
- 003
- Plan type
- 1
- Location
- Holyoke, MA
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $84,196,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20250507065815NAL0010384977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,196,111
- Total liabilities (EOY)
- $33,100
- Net assets (EOY)
- $84,163,011
- Net assets (BOY)
- $78,287,654
Income & contributions
- Employer contributions
- $3,064,416
- Total contributions
- $3,168,791
- Total income / additions
- $11,550,463
Expenses & distributions
- Benefits paid
- $5,548,945
- Administrative expenses
- $126,161
- Total expenses
- $5,675,106
- Net increase / (decrease)
- $5,875,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $51,106 | $0 | 2023 |
| Lapier Dillon And Associates Pc | AUDITORS | $15,049 | not reported in the loaded dataset | 2023 |
| Carley Guilbert | CONTRACT ADMINISTRATOR | $12,502 | not reported in the loaded dataset | 2023 |
| Barbara Willett | ADMINISTRATIVE ASSISTANT | $8,991 | not reported in the loaded dataset | 2023 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset | 2023 |
| Krakow Souris And Landry LLC | LAWYERS | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Pipefitters Local No 104
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Holyoke, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Lapier Dillon And Associates Pc — Schedule C compensation
- Carley Guilbert — Schedule C compensation
- Barbara Willett — Schedule C compensation
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Krakow Souris And Landry LLC — Schedule C compensation