Plumbers And Steamfitters Local No. 7 Annuity Fund — Form 5500 plan (Trustees Of Plumbers And Steamfitters Local No. 7 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 And Steamfitters Local No. 7 Annuity Fund is a benefit plan reported by Trustees Of Plumbers And Steamfitters Local No. 7 Annuity Fund under EIN 90-0127434 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,104 participants and $104,515,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers And Steamfitters Local No. 7 Annuity Fund
- EIN
- 90-0127434
- Plan number
- 002
- Plan type
- 1
- Location
- Latham, NY
- Latest filing year
- 2023
- Participants
- 1,104
- End-of-year plan assets
- $104,515,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,104 | H, C | 20250312214632NAL0031580816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,515,968
- Total liabilities (EOY)
- $89,221
- Net assets (EOY)
- $104,426,747
- Net assets (BOY)
- $86,668,798
Income & contributions
- Employer contributions
- $9,079,326
- Total contributions
- $9,079,407
- Total income / additions
- $25,033,779
Expenses & distributions
- Benefits paid
- $7,043,073
- Administrative expenses
- $232,757
- Total expenses
- $7,275,830
- Net increase / (decrease)
- $17,757,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plumbers And Steamfitters Local 7 A | PLAN | $261,621 | $0 | 2023 |
| Transamerica Retirement Solutions | NONE | $76,517 | $0 | 2023 |
| Mpc Capital Advisors LLC | NONE | $23,651 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $16,697 | not reported in the loaded dataset | 2023 |
| Mengel, Metzger, Barr & Co., Llp | not reported in the loaded dataset | $14,002 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers And Steamfitters Local No. 7 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Latham, NY
- Plumbers And Steamfitters Local 7 A — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Mpc Capital Advisors LLC — Schedule C compensation
- Blitman & King — Schedule C compensation
- Mengel, Metzger, Barr & Co., Llp — Schedule C compensation