United Association Plumbers Local 773 Pension Plan — Form 5500 plan (Trustees Of Plumbers Local 773 Pension Plan)
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, United Association Plumbers Local 773 Pension Plan is a benefit plan reported by Trustees Of Plumbers Local 773 Pension Plan under EIN 23-7114547 and plan number 001. The latest loaded filing year is 2023. The filing reports 580 participants and $103,220,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers Local 773 Pension Plan
- EIN
- 23-7114547
- Plan number
- 001
- Plan type
- 1
- Location
- Glens Falls, NY
- Latest filing year
- 2023
- Participants
- 580
- End-of-year plan assets
- $103,220,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 580 | H, C | 20250218093524NAL0002944177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,220,046
- Total liabilities (EOY)
- $33,560
- Net assets (EOY)
- $103,186,486
- Net assets (BOY)
- $90,566,747
Income & contributions
- Employer contributions
- $5,061,588
- Total contributions
- $5,061,588
- Total income / additions
- $18,445,845
Expenses & distributions
- Benefits paid
- $5,223,683
- Administrative expenses
- $602,423
- Total expenses
- $5,826,106
- Net increase / (decrease)
- $12,619,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of America | NONE | $68,287 | $0 | 2023 |
| Columbia Fis Interm | NONE | $50,479 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc. | NONE | $41,000 | not reported in the loaded dataset | 2023 |
| Krakow Souris & Landry, LLC | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $20,150 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $19,629 | not reported in the loaded dataset | 2023 |
| D'Arcangelo & Co., Llp | NONE | $17,200 | not reported in the loaded dataset | 2023 |
| Cohen & Steers | NONE | $11,548 | not reported in the loaded dataset | 2023 |
| Joseph Mccarthy Associates | NONE | $7,023 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers Local 773 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Glens Falls, NY
- Bank Of America — Schedule C compensation
- Columbia Fis Interm — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Krakow Souris & Landry, LLC — Schedule C compensation
- Boston Partners — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- D'Arcangelo & Co., Llp — Schedule C compensation
- Cohen & Steers — Schedule C compensation
- Joseph Mccarthy Associates — Schedule C compensation