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  2. BOARD OF TRUSTEES PLUMBERS & STEAMFITTERS 577 PENSION PLAN
Sponsor portfolio

BOARD OF TRUSTEES PLUMBERS & STEAMFITTERS 577 PENSION PLAN

EIN 31-6134953-Construction-Latest filing 2025
Plans
2
Retirement
2
$124.5M assets
Welfare
0
Participants
1,261
230 LEXINGTON GREEN CIRCLE, SUITE 400 - LEXINGTON, KY 40503888-640-1700
Plans on this EIN
2 filings
#001TraditionalDB-$101.2M - 834 part#002MoneyPurchase-$23.3M - 427 part

Retirement portfolio analytics

2 plans aggregated / $124.5M assets / 1,261 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • LOCAL 577 PENSION (#001)81%
  • 577 ANNUITY PLAN (#002)19%
Total $124.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • (Not disclosed)81%
  • JOHN HANCOCK LIFE INSURANCE COMPANY19%
Total $124.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LOCAL 577 PENSION (#001)834
  • 577 ANNUITY PLAN (#002)427
Total 1,261Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PLUMBERS & STEAMFITTERS LOCAL 577 PENSION PLAN

TraditionalDB

Assets$101.2M
Participants834
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLAN

MoneyPurchase

Assets$23.3M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PLUMBERS & STEAMFITTERS LOCAL 577 PENSION PLANTraditionalDB$101.2M8342025
002PLUMBERS & STEAMFITTERS LOCAL 577 ANNUITY PLANMoneyPurchase$23.3M4272025
Retirement plans
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