Worcester Plumbers And Pipefitters Local Union #4 Annuity Plan — Form 5500 plan (Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund)
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, Worcester Plumbers And Pipefitters Local Union #4 Annuity Plan is a benefit plan reported by Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund under EIN 04-6069434 and plan number 002. The latest loaded filing year is 2023. The filing reports 311 participants and $50,416,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund
- EIN
- 04-6069434
- Plan number
- 002
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $50,416,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241001125446NAL0003261427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,416,759
- Total liabilities (EOY)
- $13,675
- Net assets (EOY)
- $50,403,084
- Net assets (BOY)
- $41,598,701
Income & contributions
- Employer contributions
- $2,556,932
- Total contributions
- $2,556,932
- Total income / additions
- $11,355,618
Expenses & distributions
- Benefits paid
- $2,415,619
- Administrative expenses
- $135,616
- Total expenses
- $2,551,235
- Net increase / (decrease)
- $8,804,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance | NONE | $39,169 | $0 | 2023 |
| Morgan Stanley | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $24,720 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | ACCOUNTANT | $12,038 | not reported in the loaded dataset | 2023 |
| Robert M. Cheverie & Associates | ATTORNEY | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Trustees Worc Plumbers & Pipefitters Local Union 4 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Prudential Retirement Insurance — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Robert M. Cheverie & Associates — Schedule C compensation