Local 344 Annuity Fund Plan — Form 5500 plan (Plumbers And Pipefitters Local 344)
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, Local 344 Annuity Fund Plan is a benefit plan reported by Plumbers And Pipefitters Local 344 under EIN 73-0467693 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,366 participants and $55,198,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Pipefitters Local 344
- EIN
- 73-0467693
- Plan number
- 001
- Plan type
- 1
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 1,366
- End-of-year plan assets
- $55,198,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,366 | H, C | 20241015131600NAL0016468467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,198,197
- Total liabilities (EOY)
- $31,798
- Net assets (EOY)
- $55,166,399
- Net assets (BOY)
- $49,077,292
Income & contributions
- Employer contributions
- $2,683,953
- Participant contributions
- $575,119
- Total contributions
- $3,290,005
- Total income / additions
- $10,564,371
Expenses & distributions
- Benefits paid
- $4,232,263
- Administrative expenses
- $243,001
- Total expenses
- $4,475,264
- Net increase / (decrease)
- $6,089,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $214,598 | $0 | 2023 |
| Rbg Capital Markets, LLC | INVESTMENT ADVISOR | $75,634 | not reported in the loaded dataset | 2023 |
| Employee Benefits Group, LLC | THIRD PARTY ADMINISTRATOR | $0 | $40,331 | 2023 |
| Plumbers&Pipefitters Health&Welfare | PLAN SPONSOR | $26,098 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Pipefitters Local 344
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Rbg Capital Markets, LLC — Schedule C compensation
- Employee Benefits Group, LLC — Schedule C compensation
- Plumbers&Pipefitters Health&Welfare — Schedule C compensation