Plumbers & Steamfitters Local 21 Annuity Plan — Form 5500 plan (Plumbers & Steamfitters Local 21)
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 & Steamfitters Local 21 Annuity Plan is a benefit plan reported by Plumbers & Steamfitters Local 21 under EIN 13-6320256 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,274 participants and $166,350,840 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 21
- EIN
- 13-6320256
- Plan number
- 002
- Plan type
- 1
- Location
- Peekskill, NY
- Latest filing year
- 2023
- Participants
- 1,274
- End-of-year plan assets
- $166,350,840
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,274 | H, C | 20240717165942NAL0004473569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $166,350,840
- Total liabilities (EOY)
- $934,909
- Net assets (EOY)
- $165,415,931
- Net assets (BOY)
- $148,014,096
Income & contributions
- Employer contributions
- $10,380,848
- Total contributions
- $10,380,848
- Total income / additions
- $27,343,918
Expenses & distributions
- Benefits paid
- $9,695,807
- Administrative expenses
- $246,276
- Total expenses
- $9,942,083
- Net increase / (decrease)
- $17,401,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $113,400 | $0 | 2023 |
| Reynolds Consulting Services LLC | SERVICE PROVIDER | $34,800 | not reported in the loaded dataset | 2023 |
| The Segal Company | SERVICE PROVIDER | $18,883 | not reported in the loaded dataset | 2023 |
| Massachusetts Mutual Life Insurance | CONTRACT ADMINISTRATOR | $18,684 | $0 | 2023 |
| Mspc | SERVICE PROVIDER | $14,203 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | SERVICE PROVIDER | $11,400 | not reported in the loaded dataset | 2023 |
| 1024 Mckinley St LLC | RELATED PARTY | $6,064 | not reported in the loaded dataset | 2023 |
| Dmi Bookkeeping & Accounting | SERVICE PROVIDER | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 21
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Peekskill, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Massachusetts Mutual Life Insurance — Schedule C compensation
- Mspc — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- 1024 Mckinley St LLC — Schedule C compensation
- Dmi Bookkeeping & Accounting — Schedule C compensation