Trustees of Plumbers and Pipefitters Local 773 Annuity Fund's EIN is 14-1766942.
Download the official 2024 Form 5500 (PDF) for Trustees of Plumbers and Pipefitters Local 773 Annuity Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of Plumbers and Pipefitters Local 773 Annuity Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOSEPH W. MCCARTHY | 16-1120588 | BALDWINSVILLE, NY | NONE | $13K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| T ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $11.0M | 18.8% |
| T ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $9.4M | 16.2% |
| T ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $7.3M | 12.4% |
| T ROWE PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $3.5M | 6.0% |
| MFS BLENDED RESEARCH CORE EQUITY I MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.5M | 4.3% |
| MM S&P 500(R) INDEX R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.0M | 3.4% |
| MASSMUTUAL 60/40 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.9M | 3.3% |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.9M | 3.2% |
| T ROWE PRICE RETIREMENT 2020 SA M EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $1.3M | 2.3% |
| MASSMUTUAL 80/20 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.3M | 2.1% |
| FIDELITY ADVISOR TOTAL BOND Z FIDELITY INVESTMENTS · EIN 54-2067512 / PN 000 | Pooled Separate Account | $843K | 1.4% |
| MASSMUTUAL 40/60 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $802K | 1.4% |
| AMERICAN FUNDS EUPAC R4 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $737K | 1.3% |
| BLACKROCK MIDCAP GROWTH EQUITY K BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | $556K | 1.0% |
| MASSMUTUAL DIVERSIFIED VALUE SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $547K | 0.9% |
| MASSMUTUAL SMALL CAP GR EQ SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $542K | 0.9% |
| JANUS HENDERSON MID CAP VALUE T JANUS HENDERSON · EIN 90-0342299 / PN 000 | Pooled Separate Account | $530K | 0.9% |
| MASSMUTUAL 20/80 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $503K | 0.9% |
| EATION VANCE LARGE-CAP VALUE I EATON VANCE · EIN 90-0342299 / PN 000 | Pooled Separate Account | $452K | 0.8% |
| MASSMUTUAL GLOBAL R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $445K | 0.8% |
| T ROWE PRICE RETIREMENT BALANCED SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $423K | 0.7% |
| VIRTUS NFJ SMALL-CAP VALUE A VIRTUS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $334K | 0.6% |
| D'ARCANGELO & CO. LLP |
| 13-2550103 |
| UTICA, NY |
| NONE |
| $11K |
| — |
| KRAKOW, SOURIS & LANDRY, LLC | 04-3363718 | BOSTON, MA | NONE | $8K | — |
