Sprinkler Fitters And Apprentices Local 704 Defined Contribution Pension Fund Plan — Form 5500 plan (Sprinkler Fitters And Apprentices Local 704)
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, Sprinkler Fitters And Apprentices Local 704 Defined Contribution Pension Fund Plan is a benefit plan reported by Sprinkler Fitters And Apprentices Local 704 under EIN 35-2328542 and plan number 001. The latest loaded filing year is 2023. The filing reports 611 participants and $85,696,787 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sprinkler Fitters And Apprentices Local 704
- EIN
- 35-2328542
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 611
- End-of-year plan assets
- $85,696,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 611 | H, C | 20241015112632NAL0014484723003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,696,787
- Total liabilities (EOY)
- $130,140
- Net assets (EOY)
- $85,566,647
- Net assets (BOY)
- $71,211,428
Income & contributions
- Employer contributions
- $6,899,897
- Total contributions
- $6,899,897
- Total income / additions
- $18,455,455
Expenses & distributions
- Benefits paid
- $3,771,545
- Administrative expenses
- $328,691
- Total expenses
- $4,100,236
- Net increase / (decrease)
- $14,355,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $172,603 | not reported in the loaded dataset | 2023 |
| Sprinkler Fitters & Apprentices Dc | PLAN | $157,347 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | INVESTMENT MGMT | $83,062 | $0 | 2023 |
| Asher Kelly | NONE | $44,440 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Wealth Management | INVESTMENT ADVISOR | $40,000 | $0 | 2023 |
| Tic International Corporation | NONE | $30,499 | not reported in the loaded dataset | 2023 |
| Massachusetts Mutual Life Insurance | CONTRACT ADMINISTRATOR | $14,511 | $0 | 2023 |
| Walter, Boesky & Associates Pc | NONE | $12,440 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | ACTUARY | $5,750 | not reported in the loaded dataset | 2023 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Janus Henderson | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Nuveen | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Pimco | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Putnam | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Blackrock | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Tiaa-Cref | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| American Century | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Fidelity Investments | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Mfs Investment Management | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Allspring Global Investment | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Alliance Bernstein | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Tcw Investment Mgmt Co. | INVESTMENT PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sprinkler Fitters And Apprentices Local 704
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Empower Advisory Group, LLC — Schedule C compensation
- Sprinkler Fitters & Apprentices Dc — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Asher Kelly — Schedule C compensation
- Merrill Lynch Wealth Management — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Massachusetts Mutual Life Insurance — Schedule C compensation
- Walter, Boesky & Associates Pc — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- American Funds — Schedule C compensation
- Janus Henderson — Schedule C compensation
- Nuveen — Schedule C compensation
- Pimco — Schedule C compensation
- Putnam — Schedule C compensation
- Blackrock — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- American Century — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Mfs Investment Management — Schedule C compensation
- Allspring Global Investment — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Tcw Investment Mgmt Co. — Schedule C compensation