Robert E Cole signed Board of Trustees Plumbers & Steamfitters 577 Annuity Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan's EIN is 31-6134953.
Download the official 2023 Form 5500 (PDF) for Board of Trustees Plumbers & Steamfitters 577 Annuity Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVS | — | WESTWOOD, MA | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY | 13-2808480 | — | INVESTMENT ADVISOR | $35K | — |
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 | — | — | $19.0M | 97.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $199K | 1.0% | |
| [Assets held in common collective trust] | Other | — | — | $194K | 1.0% | |
| JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $194K | 1.0% |
Board of Trustees Plumbers & Steamfitters 577 Annuity Plan's plan includes money-purchase contributions.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANK N HESTAND CPA PSC | 61-1336870 | LEXINGTON, KY | AUDITOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HERZFELD SUETHOLZ GASTEL LENISKI | — | CINCINNATI, OH | ATTORNEY | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 31-1557688 | LEXINGTON, KY | CONTRACT ADMNISTRATION | $27K | — |
