Plumbers & Steamfitters Local 248 Annuity Plan — Form 5500 plan (Board Of Trustees Plm & Steamfitters 248 Annuity Pln)
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 248 Annuity Plan is a benefit plan reported by Board Of Trustees Plm & Steamfitters 248 Annuity Pln under EIN 47-6290329 and plan number 002. The latest loaded filing year is 2023. The filing reports 384 participants and $11,093,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plm & Steamfitters 248 Annuity Pln
- EIN
- 47-6290329
- Plan number
- 002
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 384
- End-of-year plan assets
- $11,093,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 384 | H, C | 20250317133007NAL0002963376002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,093,424
- Total liabilities (EOY)
- $28,656
- Net assets (EOY)
- $11,064,768
- Net assets (BOY)
- $7,945,498
Income & contributions
- Employer contributions
- $1,681,449
- Total contributions
- $1,681,449
- Total income / additions
- $3,329,200
Expenses & distributions
- Benefits paid
- $108,520
- Administrative expenses
- $101,410
- Total expenses
- $209,930
- Net increase / (decrease)
- $3,119,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement | RECORDKEEPER | $49,934 | $0 | 2023 |
| Umr | CONTRACT ADMINISTRATOR | $14,057 | not reported in the loaded dataset | 2023 |
| Standard Valuations Inc | INVESTMENT CONSULTANT | $12,500 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | ATTORNEY | $9,747 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plm & Steamfitters 248 Annuity Pln
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- John Hancock Retirement — Schedule C compensation
- Umr — Schedule C compensation
- Standard Valuations Inc — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation