Original filing (PDF)20250613133010NAL0017592609003

BOARD OF TRUSTEES PLUMBERS & STEAMFITTERS 577 ANNUITY PLAN

Name: BOARD OF TRUSTEES PLUMBERS & STEAMFITTERS 577 ANNUITY PLAN — PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN, Form 5500 (2023)
Creator: BOARD OF TRUSTEES PLUMBERS & STEAMFITTERS 577 ANNUITY PLAN

Form 5500

FILING_RECEIVED

PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN

Defined-contribution retirement plan

Active participants

338

Accounts w/ balance

403

Plan assets (EOY)

$19.6M

Net assets (EOY)

$19.6M

How this plan invests

This plan

1 collective trust

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 (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES PLUMBERS & STEAMFITTERS 577 ANNUITY PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES PLUMBERS & STEAMFITTERS 577 ANNUITY PLAN

EIN

31-6134953

Address

230 LEXINGTON GREEN CIRCLE, STE 400 · LEXINGTON, KY · 40503

Phone

(888) 999-7741

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Name

BOARD OF TRUSTEES PLUMBERS & STEAMFITTERS 577 ANNUITY PLAN

EIN

31-6134953

City

LEXINGTON, KY

Phone

(888) 999-7741

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-13

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

FRANK N HESTAND CPA PSC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK RETIREMENT PLAN SRVS	—	WESTWOOD, MA	RECORDKEEPER	$42K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH LIFE AGENCY	13-2808480	—	INVESTMENT ADVISOR	$35K	—

Accountant / Auditor

Name	EIN	Location	Relation

Investments

1 pooled fund· $194K(1% 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.

Investment	Type	Current value	% of plan
JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001	Common Collective Trust	$194K	1.0%

Related plans

Other plans using JOHN HANCOCK RETIREMENT PLAN SRVS

WILMER CUTLER PICKERING HALE AND DORR LLP

WILMER CUTLER PICKERING HALE AND DORR LLP SAVINGS AND RETIREMENT PLAN

$1.2B · 1,763 participants

INFINITE HEALTH COLLABORATIVE, P.A.

REVO AND I-HEALTH RETIREMENT PLAN

$531.3M · 3,230 participants

THYSSENKRUPP MATERIALS NA, INC.

THYSSENKRUPP MATERIALS NA, INC. 401(K)PLAN

$387.9M · 4,032 participants

BOARD OF TRUSTEES, REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALL

REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN

$283.4M · 868 participants