Plumbers & Pipefitters Local 152 Retirement Annuit — Form 5500 plan (Jt Brd Trustees Plumbers & Pipefitters)
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 & Pipefitters Local 152 Retirement Annuit is a benefit plan reported by Jt Brd Trustees Plumbers & Pipefitters under EIN 55-0623667 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,223 participants and $68,822,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Brd Trustees Plumbers & Pipefitters
- EIN
- 55-0623667
- Plan number
- 002
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 3,223
- End-of-year plan assets
- $68,822,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,223 | H, C | 20250310143328NAL0016281809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,822,746
- Net assets (EOY)
- $68,822,746
- Net assets (BOY)
- $63,034,799
Income & contributions
- Employer contributions
- $2,771,109
- Total contributions
- $2,771,109
- Total income / additions
- $13,716,092
Expenses & distributions
- Benefits paid
- $7,710,596
- Administrative expenses
- $217,549
- Total expenses
- $7,928,145
- Net increase / (decrease)
- $5,787,947
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $64,850 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | NONE | $40,670 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Gray, Griffith & Mays, A.C. | NONE | $13,200 | not reported in the loaded dataset | 2023 |
| John F. Dascoli, Pllc | NONE | $7,585 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Brd Trustees Plumbers & Pipefitters
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- Empower Annuity Insurance Company — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Standard Valuations, Inc — Schedule C compensation
- Gray, Griffith & Mays, A.C. — Schedule C compensation
- John F. Dascoli, Pllc — Schedule C compensation