Annuity Fund Of Local 274 — Form 5500 plan (Plumbing & Pipefitting Ind Afl)
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, Annuity Fund Of Local 274 is a benefit plan reported by Plumbing & Pipefitting Ind Afl under EIN 22-2361111 and plan number 002. The latest loaded filing year is 2023. The filing reports 736 participants and $151,907,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbing & Pipefitting Ind Afl
- EIN
- 22-2361111
- Plan number
- 002
- Plan type
- 1
- Location
- Parsippany, NJ
- Latest filing year
- 2023
- Participants
- 736
- End-of-year plan assets
- $151,907,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 736 | H, C | 20241011130200NAL0021904577002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,907,677
- Total liabilities (EOY)
- $17,684
- Net assets (EOY)
- $151,889,993
- Net assets (BOY)
- $140,488,550
Income & contributions
- Employer contributions
- $4,451,003
- Total contributions
- $4,515,415
- Total income / additions
- $19,882,896
Expenses & distributions
- Benefits paid
- $7,351,664
- Administrative expenses
- $1,129,789
- Total expenses
- $8,481,453
- Net increase / (decrease)
- $11,401,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Basil Castrovinci Associates Inc | NONE | $180,535 | not reported in the loaded dataset | 2023 |
| Ironsides Co-Investment Fund Vi | NONE | $129,303 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Gsa Fund Lp | NONE | $118,219 | not reported in the loaded dataset | 2023 |
| Ironsides Partnership Fund Vi | NONE | $97,878 | not reported in the loaded dataset | 2023 |
| Crescent Capital | NONE | $88,527 | not reported in the loaded dataset | 2023 |
| Ullico Infrastructure Fund | NONE | $79,448 | not reported in the loaded dataset | 2023 |
| Columbia Threadneedle | NONE | $64,240 | not reported in the loaded dataset | 2023 |
| David A Gerson Cpa & Associates, Pc | NONE | $55,535 | not reported in the loaded dataset | 2023 |
| Grosvenor Capital Management | NONE | $38,954 | not reported in the loaded dataset | 2023 |
| Ironsides Opportunites Fund Ii | NONE | $34,102 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Iac | NONE | $27,735 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Co | NONE | $23,256 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting | NONE | $18,964 | not reported in the loaded dataset | 2023 |
| Lindabury,Mccormack & Estabrook | NONE | $18,250 | not reported in the loaded dataset | 2023 |
| Timothy R Hott, Pc | NONE | $16,200 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Trust Dept | NONE | $14,361 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbing & Pipefitting Ind Afl
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Parsippany, NJ
- Basil Castrovinci Associates Inc — Schedule C compensation
- Ironsides Co-Investment Fund Vi — Schedule C compensation
- Boyd Watterson Gsa Fund Lp — Schedule C compensation
- Ironsides Partnership Fund Vi — Schedule C compensation
- Crescent Capital — Schedule C compensation
- Ullico Infrastructure Fund — Schedule C compensation
- Columbia Threadneedle — Schedule C compensation
- David A Gerson Cpa & Associates, Pc — Schedule C compensation
- Grosvenor Capital Management — Schedule C compensation
- Ironsides Opportunites Fund Ii — Schedule C compensation
- Prudential Retirement Iac — Schedule C compensation
- Loomis Sayles Trust Co — Schedule C compensation
- Reynolds Consulting — Schedule C compensation
- Lindabury,Mccormack & Estabrook — Schedule C compensation
- Timothy R Hott, Pc — Schedule C compensation
- Amalgamated Bank Trust Dept — Schedule C compensation