Pipefitters And Plumbers Local No. 524 Pension And Annuity Plan — Form 5500 plan (United Association Of Journeyman & Apprentice Pipefitters Local 524)
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, Pipefitters And Plumbers Local No. 524 Pension And Annuity Plan is a benefit plan reported by United Association Of Journeyman & Apprentice Pipefitters Local 524 under EIN 23-1992413 and plan number 001. The latest loaded filing year is 2023. The filing reports 681 participants and $48,353,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Association Of Journeyman & Apprentice Pipefitters Local 524
- EIN
- 23-1992413
- Plan number
- 001
- Plan type
- 1
- Location
- Scranton, PA
- Latest filing year
- 2023
- Participants
- 681
- End-of-year plan assets
- $48,353,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 681 | H, C | 20250407150507NAL0025613872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,353,613
- Net assets (EOY)
- $48,353,613
- Net assets (BOY)
- $43,610,656
Income & contributions
- Employer contributions
- $2,540,794
- Total contributions
- $2,704,198
- Total income / additions
- $8,075,593
Expenses & distributions
- Benefits paid
- $3,254,464
- Administrative expenses
- $78,172
- Total expenses
- $3,332,636
- Net increase / (decrease)
- $4,742,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | NONE | $22,708 | $0 | 2023 |
| Empower Annuity Insurance Company | NONE | $18,495 | $0 | 2023 |
| Odonoghue & Odonoghue | NONE | $15,892 | not reported in the loaded dataset | 2023 |
| Alan Ross And Company, Pc | NONE | $12,450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Association Of Journeyman & Apprentice Pipefitters Local 524
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Scranton, PA
- Principal Life Insurance Company — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Odonoghue & Odonoghue — Schedule C compensation
- Alan Ross And Company, Pc — Schedule C compensation