Original filing (PDF)20251014155345NAL0001647811002

Trustees of Plumbers & Steamfitters Local 81 Annuity Fund

Name: Trustees of Plumbers & Steamfitters Local 81 Annuity Fund — Form 5500 Plan 002 (2024)
Creator: Trustees of Plumbers & Steamfitters Local 81 Annuity Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Plumbers & Steamfitters Local 81 Annuity Fund

Defined-contribution retirement plan · Trustees of Plumbers & Steamfitters Local 81 Annuity Fund's Plumbers & Steamfitters Local 81 Annuity Fund held $93.2M in plan assets for 1,184 participants in 2024, with Empower as recordkeeper.

Active participants

1,184

Accounts w/ balance

1,373

Plan assets (EOY)

$93.2M

Net assets (EOY)

$93.1M

How this plan invests

This plan

11 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (24th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 81 ANNUITY FUND.

Plan sponsor

Name

TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 81 ANNUITY FUND

EIN

16-1103194all filings

Address

107 TWIN OAKS DRIVE · SYRACUSE, NY · 132061220

Phone

(315) 433-1554

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

D'ARCANGELO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	GREENWOOD VILLAGE, CO	RECORDKEEPER	$79K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLITMAN & KING	16-1047304	SYRACUSE, NY	NONE	$28K	—

Investments

11 pooled funds· $48.5M(52% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$47.9M

10 holdings

Pooled Separate Account

$637K

1 holding

			% of plan
MANNING & NAPIER RET. TARGET 2025 MANNING & NAPIER · EIN 02-0476209 / PN 041	Common Collective Trust	$9.6M	10.3%
MANNING & NAPIER RET. TARGET 2030 MANNING & NAPIER · EIN 02-0476209 / PN 023	Common Collective Trust	$6.9M	7.3%
MANNING & NAPIER RET. TARGET 2035 MANNING & NAPIER · EIN 02-0476209 / PN 042	Common Collective Trust	$5.3M	5.6%
MANNING & NAPIER RET. TARGET 2050 MANNING & NAPIER · EIN 02-0476209 / PN 027	Common Collective Trust	$4.7M	5.0%
MANNING & NAPIER RET. TARGET 2045 MANNING & NAPIER · EIN 02-0476209 / PN 043	Common Collective Trust	$4.7M	5.0%
MANNING & NAPIER RET. TARGET INCOME MANNING & NAPIER · EIN 02-0476209 / PN 040	Common Collective Trust	$4.6M	5.0%
MANNING & NAPIER RET. TARGET 2040 MANNING & NAPIER · EIN 02-0476209 / PN 022	Common Collective Trust	$4.6M	4.9%
MANNING & NAPIER RET. TARGET 2020 MANNING & NAPIER · EIN 02-0476209 / PN 024	Common Collective Trust	$3.4M	3.6%
MANNING & NAPIER RET. TARGET 2055 MANNING & NAPIER · EIN 02-0476209 / PN 044	Common Collective Trust	$2.5M	2.7%
MANNING & NAPIER RET. TARGET 2060 MANNING & NAPIER · EIN 02-0476209 / PN 026	Common Collective Trust	$1.7M	1.8%
SMALL CAP VALUE SILVERCREST FUND PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 126	Pooled Separate Account	$637K	0.7%