Plumbers and Pipefitters Annuity Fund Local No. 520's EIN is 23-6489357.
Download the official 2024 Form 5500 (PDF) for Plumbers and Pipefitters Annuity Fund Local No. 520 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plumbers and Pipefitters Annuity Fund Local No. 520's plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | — | BETHLEHEM, PA | NONE | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATIVE SERVICE | 16-1616474 | — | NONE | $118K |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $217.2M | 98.9% | |
| RELAINCE TRUST CO STABLE VALUE FUND RELAINCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $14.0M | 6.4% |
| — |
| BENESYS, INC. | — | TROY, MI | NONE | $65K | — |
| ODONOGHUE & ODONOGHUE LLP | — | WASHINGTON, DC | NONE | $26K | — |
| FISCHER DORWART, PC | 23-2247478 | — | NONE | $18K | — |
| KANG HAGGERTY & FETBROYT, LLC | — | PHILADELPHIA, PA | NONE | $7K | — |
