Plan5500

Plumbers, Pipefitters And Hvac Technicians Local Union No. 572 Annuity Fund — Form 5500 plan (Trustees Of The Local Union No. 572 Annuity Fund)

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 And Hvac Technicians Local Union No. 572 Annuity Fund is a benefit plan reported by Trustees Of The Local Union No. 572 Annuity Fund under EIN 83-4459073 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,114 participants and $6,169,043 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of The Local Union No. 572 Annuity Fund
EIN
83-4459073
Plan number
001
Plan type
1
Location
Goodlettsville, TN
Latest filing year
2023
Participants
1,114
End-of-year plan assets
$6,169,043

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,114H, C20250115110049NAL0043264146001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,169,043
Total liabilities (EOY)
$52,446
Net assets (EOY)
$6,116,597
Net assets (BOY)
$2,818,971

Income & contributions

Employer contributions
$3,225,913
Total contributions
$3,225,913
Total income / additions
$3,389,900

Expenses & distributions

Benefits paid
$64,470
Administrative expenses
$27,804
Total expenses
$92,274
Net increase / (decrease)
$3,297,626

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Southern Benefits Administrators InNONE$12,000not reported in the loaded dataset2023
Lapadula Carlson & Co.NONE$8,500not reported in the loaded dataset2023

Related Form 5500 pages