2023 Form 5500 filing — Pipefitters Lu No. 195 Defined Contribution Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240928113929NAL0001636851001) for Pipefitters Lu No. 195 Defined Contribution Plan, reported by Board Of Trustees Pipefitters Lu No 195 Defined Contribution Plan under EIN 47-0848500 and plan number 001. It reports 1,110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240928113929NAL0001636851001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Pipefitters Lu No 195 Defined Contribution Plan
- EIN
- 47-0848500
- Plan number
- 001
- Location
- Nederland, TX
- Participants
- 1,110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,176,123
- Total liabilities (EOY)
- $3,270
- Net assets (EOY)
- $6,172,853
- Employer contributions
- $324,069
- Total income / additions
- $1,181,826
- Benefits paid
- $207,031
- Administrative expenses
- $80,543
- Total expenses
- $287,574
- Net increase / (decrease)
- $894,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oppenheimer & Co. | INV MANAGER | $33,711 | not reported in the loaded dataset |
| Benefit Resources Inc | ADMINISTRATOR | $17,239 | not reported in the loaded dataset |
| Edwards And Leathers, P,C. | AUDITOR | $14,500 | not reported in the loaded dataset |