Plumbers & Steamfitters Local No 489 Annuity Plan — Form 5500 plan (Trustees Of Plumbers & Steamfitter Local No 489 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 No 489 Annuity Plan is a benefit plan reported by Trustees Of Plumbers & Steamfitter Local No 489 Annuity Plan under EIN 52-1975410 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $13,458,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers & Steamfitter Local No 489 Annuity Plan
- EIN
- 52-1975410
- Plan number
- 002
- Plan type
- 1
- Location
- Cumberland, MD
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $13,458,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20250130080010NAL0000762256003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,458,990
- Net assets (EOY)
- $13,458,990
- Net assets (BOY)
- $11,767,216
Income & contributions
- Employer contributions
- $567,990
- Total contributions
- $574,674
- Total income / additions
- $2,093,989
Expenses & distributions
- Benefits paid
- $322,429
- Administrative expenses
- $68,262
- Total expenses
- $402,215
- Net increase / (decrease)
- $1,691,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $30,143 | not reported in the loaded dataset | 2023 |
| Turnbull, Hoover, & Kahl, P.A. | NONE | $14,100 | not reported in the loaded dataset | 2023 |
| Frank Gordon Gerwig & Associates | NONE | $12,700 | not reported in the loaded dataset | 2023 |
| Beins, Axelrod P.C. | NONE | $8,510 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | NONE | $1,861 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers & Steamfitter Local No 489 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Cumberland, MD
- Morgan Stanley Smith Barney — Schedule C compensation
- Turnbull, Hoover, & Kahl, P.A. — Schedule C compensation
- Frank Gordon Gerwig & Associates — Schedule C compensation
- Beins, Axelrod P.C. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation