Plumbers And Steamfitters Local 521 Annuity Fund — Form 5500 plan (Plumbers And Steamfitters Local 521 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 And Steamfitters Local 521 Annuity Fund is a benefit plan reported by Plumbers And Steamfitters Local 521 Annuity Fund under EIN 26-1357595 and plan number 001. The latest loaded filing year is 2023. The filing reports 437 participants and $11,089,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Steamfitters Local 521 Annuity Fund
- EIN
- 26-1357595
- Plan number
- 001
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 437
- End-of-year plan assets
- $11,089,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 437 | H, C | 20250408162702NAL0011344035003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,089,584
- Total liabilities (EOY)
- $4,813
- Net assets (EOY)
- $11,084,771
- Net assets (BOY)
- $9,096,987
Income & contributions
- Employer contributions
- $1,127,062
- Total contributions
- $1,127,062
- Total income / additions
- $2,588,965
Expenses & distributions
- Benefits paid
- $471,483
- Administrative expenses
- $129,698
- Total expenses
- $601,181
- Net increase / (decrease)
- $1,987,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Peoples Bank | NONE | $80,646 | not reported in the loaded dataset | 2023 |
| Standard Valuations | NONE | $11,500 | not reported in the loaded dataset | 2023 |
| Harris, Hardin & Company, A.C. | NONE | $11,400 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | NONE | $8,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Steamfitters Local 521 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- Peoples Bank — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Harris, Hardin & Company, A.C. — Schedule C compensation
- American Benefit Corporation — Schedule C compensation