Plumbers & Steamfitters Local 577 Annuity Plan — Form 5500 plan (Board Of Trustees Plumbers & Steamfitters 577 Annuity 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, Plumbers & Steamfitters Local 577 Annuity Plan is a benefit plan reported by Board Of Trustees Plumbers & Steamfitters 577 Annuity Plan under EIN 31-6134953 and plan number 002. The latest loaded filing year is 2023. The filing reports 412 participants and $19,608,138 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers & Steamfitters 577 Annuity Plan
- EIN
- 31-6134953
- Plan number
- 002
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 412
- End-of-year plan assets
- $19,608,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 412 | H, C | 20250613133010NAL0017592609003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,608,138
- Total liabilities (EOY)
- $38,995
- Net assets (EOY)
- $19,569,143
- Net assets (BOY)
- $15,809,042
Income & contributions
- Employer contributions
- $1,939,429
- Total contributions
- $1,939,429
- Total income / additions
- $5,175,936
Expenses & distributions
- Benefits paid
- $1,288,332
- Administrative expenses
- $127,503
- Total expenses
- $1,415,835
- Net increase / (decrease)
- $3,760,101
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Srvs | RECORDKEEPER | $41,855 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Life Agency | INVESTMENT ADVISOR | $35,045 | not reported in the loaded dataset | 2023 |
| Umr | CONTRACT ADMNISTRATION | $26,858 | not reported in the loaded dataset | 2023 |
| Herzfeld Suetholz Gastel Leniski | ATTORNEY | $6,909 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers & Steamfitters 577 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- John Hancock Retirement Plan Srvs — Schedule C compensation
- Merrill Lynch Life Agency — Schedule C compensation
- Umr — Schedule C compensation
- Herzfeld Suetholz Gastel Leniski — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation