Plumbers & Steamfitters Local 81 Annuity Fund — Form 5500 plan (Trustees Of Plumbers & Steamfitters Local 81 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, Plumbers & Steamfitters Local 81 Annuity Fund is a benefit plan reported by Trustees Of Plumbers & Steamfitters Local 81 Annuity Fund under EIN 16-1103194 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,249 participants and $85,210,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers & Steamfitters Local 81 Annuity Fund
- EIN
- 16-1103194
- Plan number
- 002
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 1,249
- End-of-year plan assets
- $85,210,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,249 | H, C | 20241015092354NAL0027938497004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,210,817
- Total liabilities (EOY)
- $66,195
- Net assets (EOY)
- $85,144,622
- Net assets (BOY)
- $75,304,787
Income & contributions
- Employer contributions
- $4,796,925
- Participant contributions
- $675,440
- Total contributions
- $5,830,591
- Total income / additions
- $14,953,285
Expenses & distributions
- Benefits paid
- $4,811,835
- Administrative expenses
- $301,615
- Total expenses
- $5,113,450
- Net increase / (decrease)
- $9,839,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | PARTY-IN-INTEREST | $107,174 | $0 | 2023 |
| Local 73 Health & Welfare Fund | NONE | $52,497 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $29,055 | not reported in the loaded dataset | 2023 |
| D'Arcangelo & Co. Llp | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Marco Consulting | NONE | $16,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers & Steamfitters Local 81 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Prudential Retirement Insurance And — Schedule C compensation
- Local 73 Health & Welfare Fund — Schedule C compensation
- Blitman & King — Schedule C compensation
- D'Arcangelo & Co. Llp — Schedule C compensation
- Marco Consulting — Schedule C compensation