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Original filing (PDF)20260205122900NAL0004572353001
TRUSTEES OF PLUMBERS AND PIPEFITTERS LOCAL 773 ANNUITY FUND
Form 5500
FILING_RECEIVED
PLUMBERS AND PIPEFITTERS LOCAL 773 ANNUNITY FUND
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
450
Accounts w/ balance
59
Plan assets (EOY)
$58.4M
Net assets (EOY)
$58.0M
How this plan invests
This plan
22 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 13% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF PLUMBERS AND PIPEFITTERS LOCAL 773 ANNUITY FUND.
Plan sponsor
Name
TRUSTEES OF PLUMBERS AND PIPEFITTERS LOCAL 773 ANNUITY FUND
EIN
14-1766942
Address
P.O. BOX 312 · GLENS FALLS, NY · 128010312
Phone
(518) 792-0586
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-02-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | NONE | $18K | — |
| JOSEPH W. MCCARTHY | 16-1120588 | BALDWINSVILLE, NY | NONE | $13K | — |
| D'ARCANGELO & CO. LLP | 13-2550103 | UTICA, NY | NONE | $11K | — |
| KRAKOW, SOURIS & LANDRY, LLC | 04-3363718 | BOSTON, MA | NONE | $8K | — |
Investments
22 pooled funds· $48.7M(83% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |