Plumbers & Pipefitters Lu No. 74 Annuity Fund — Form 5500 plan (Bd Of Tte Of Plum & Pipe Lu No. 74 Pipefitters Lu No. 74 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 & Pipefitters Lu No. 74 Annuity Fund is a benefit plan reported by Bd Of Tte Of Plum & Pipe Lu No. 74 Pipefitters Lu No. 74 Annuity Fund under EIN 22-2913742 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,590 participants and $88,258,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tte Of Plum & Pipe Lu No. 74 Pipefitters Lu No. 74 Annuity Fund
- EIN
- 22-2913742
- Plan number
- 001
- Plan type
- 1
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 1,590
- End-of-year plan assets
- $88,258,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,590 | H, C | 20241008181506NAL0009969939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,258,538
- Total liabilities (EOY)
- $19,510
- Net assets (EOY)
- $88,239,028
- Net assets (BOY)
- $75,905,235
Income & contributions
- Employer contributions
- $5,766,496
- Total contributions
- $5,766,496
- Total income / additions
- $18,694,196
Expenses & distributions
- Benefits paid
- $6,115,173
- Administrative expenses
- $245,230
- Total expenses
- $6,360,403
- Net increase / (decrease)
- $12,333,793
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $89,017 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $46,021 | not reported in the loaded dataset | 2023 |
| Midatlantic Trust Company | NONE | $25,572 | not reported in the loaded dataset | 2023 |
| Whisman Giordano LLC | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $11,505 | not reported in the loaded dataset | 2023 |
| Young Conaway Stargatt Taylor | NONE | $9,213 | not reported in the loaded dataset | 2023 |
| Jennings Sigmond Pc | NONE | $4,311 | not reported in the loaded dataset | 2023 |
| Holroyd Gelman, P.C. | NONE | $2,915 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tte Of Plum & Pipe Lu No. 74 Pipefitters Lu No. 74 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Morgan Stanley Smith Barney — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Midatlantic Trust Company — Schedule C compensation
- Whisman Giordano LLC — Schedule C compensation
- Young Conaway Stargatt Taylor — Schedule C compensation
- Jennings Sigmond Pc — Schedule C compensation
- Holroyd Gelman, P.C. — Schedule C compensation