2023 Form 5500 filing — Pipe Fitters Association L.U. 597, U.A. 401(K) Pla
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 20241010152624NAL0020427825001) for Pipe Fitters Association L.U. 597, U.A. 401(K) Pla, reported by Trustees Of Pipe Fitters Association Local 597 under EIN 36-1820310 and plan number 002. It reports 10,442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152624NAL0020427825001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Pipe Fitters Association Local 597
- EIN
- 36-1820310
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 10,442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,153,815,259
- Total liabilities (EOY)
- $714,254
- Net assets (EOY)
- $2,153,101,005
- Employer contributions
- $134,128,560
- Participant contributions
- $28,373,930
- Total income / additions
- $441,763,367
- Benefits paid
- $87,733,565
- Administrative expenses
- $602,788
- Total expenses
- $90,248,480
- Net increase / (decrease)
- $351,514,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $170,160 | $0 |
| Johnson & Krol, LLC | NONE | $53,028 | not reported in the loaded dataset |
| Strategic Capital Investment Adv. | NONE | $45,001 | not reported in the loaded dataset |
| Phil Hayes | EMPLOYEE | $31,094 | not reported in the loaded dataset |
| Bond Brothers | NONE | $25,412 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $20,543 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $17,700 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $0 | $15,477 |
| Costin, Hammel & Leake L.L.C. | NONE | $12,054 | not reported in the loaded dataset |
| Isler Dare | NONE | $8,129 | not reported in the loaded dataset |