2023 Form 5500 filing — Pipe Trades Services Mn Retiree Health Fund
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 20241010141649NAL0021203185001) for Pipe Trades Services Mn Retiree Health Fund, reported by Board Of Trustees Of Pipe Trades Services Mn Retiree Health Trust under EIN 16-1657260 and plan number 502. It reports 6,855 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010141649NAL0021203185001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Pipe Trades Services Mn Retiree Health Trust
- EIN
- 16-1657260
- Plan number
- 502
- Location
- White Bear Lake, MN
- Participants
- 6,855
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $278,953,216
- Total liabilities (EOY)
- $121,921
- Net assets (EOY)
- $278,831,295
- Employer contributions
- $9,665,438
- Total income / additions
- $42,390,009
- Benefits paid
- $11,111,920
- Administrative expenses
- $1,069,725
- Total expenses
- $12,181,645
- Net increase / (decrease)
- $30,208,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Twele Capital Management, Inc. | NONE KNOWN | $437,629 | not reported in the loaded dataset |
| Pipe Trades Services Mn, Inc. | CAPTIVE SERVICE ENTITY | $386,544 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $85,210 | not reported in the loaded dataset |
| Milliman, Inc. | NONE KNOWN | $67,466 | not reported in the loaded dataset |
| Taft Stettinius & Hollister Llp | NONE KNOWN | $38,589 | not reported in the loaded dataset |
| Honsa-Binder Printing, Inc. | NONE KNOWN | $20,287 | not reported in the loaded dataset |