Plumbers Union Local No 12 Annuity Plan — Form 5500 plan (Plumbers Union Local No. 12 Annuit)
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 Union Local No 12 Annuity Plan is a benefit plan reported by Plumbers Union Local No. 12 Annuit under EIN 04-2621293 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,182 participants and $302,838,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Union Local No. 12 Annuit
- EIN
- 04-2621293
- Plan number
- 002
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 3,182
- End-of-year plan assets
- $302,838,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,182 | H, C | 20250612150902NAL0017097729002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $302,838,155
- Total liabilities (EOY)
- $65,945
- Net assets (EOY)
- $302,772,210
- Net assets (BOY)
- $261,377,360
Income & contributions
- Employer contributions
- $14,578,473
- Total contributions
- $14,578,473
- Total income / additions
- $58,331,908
Expenses & distributions
- Benefits paid
- $16,132,338
- Administrative expenses
- $843,966
- Total expenses
- $16,937,058
- Net increase / (decrease)
- $41,394,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | NONE | $587,738 | $0 | 2023 |
| Manzi & Associates, LLC | NONE | $31,096 | not reported in the loaded dataset | 2023 |
| Robert Cheverie | NONE | $29,173 | not reported in the loaded dataset | 2023 |
| Employee D | EMPLOYEE | $23,897 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $19,998 | not reported in the loaded dataset | 2023 |
| Employee E | EMPLOYEE | $18,880 | not reported in the loaded dataset | 2023 |
| Employee A | EMPLOYEE | $11,542 | not reported in the loaded dataset | 2023 |
| Employee C | EMPLOYEE | $10,123 | not reported in the loaded dataset | 2023 |
| Employee B | EMPLOYEE | $8,464 | not reported in the loaded dataset | 2023 |
| Printing Unlimited | NONE | $5,250 | not reported in the loaded dataset | 2023 |
| Sei Investments | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Union Local No. 12 Annuit
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Fidelity Investments — Schedule C compensation
- Manzi & Associates, LLC — Schedule C compensation
- Robert Cheverie — Schedule C compensation
- Employee D — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Employee E — Schedule C compensation
- Employee A — Schedule C compensation
- Employee C — Schedule C compensation
- Employee B — Schedule C compensation
- Printing Unlimited — Schedule C compensation
- Sei Investments — Schedule C compensation