2023 Form 5500 filing — Pipe Fitters Retirement Fund, Local 597
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 20241010152705NAL0020428897001) for Pipe Fitters Retirement Fund, Local 597, reported by Trustees Of Pipe Fitters Retirement Fund Local 597 under EIN 62-6105084 and plan number 001. It reports 14,218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152705NAL0020428897001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Pipe Fitters Retirement Fund Local 597
- EIN
- 62-6105084
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 14,218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,722,867,839
- Total liabilities (EOY)
- $587,179
- Net assets (EOY)
- $2,722,280,660
- Employer contributions
- $97,528,152
- Total income / additions
- $417,277,317
- Benefits paid
- $169,919,536
- Administrative expenses
- $3,653,087
- Total expenses
- $173,572,623
- Net increase / (decrease)
- $243,704,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Investment Services, Inc. | NONE | $728,401 | not reported in the loaded dataset |
| Washington Capital | NONE | $471,348 | not reported in the loaded dataset |
| Strategic Capital Investment Adv. | NONE | $174,500 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $159,431 | $0 |
| Bridgeway Benefit Technologies LLC | NONE | $151,992 | not reported in the loaded dataset |
| Nichole Linhardt | EMPLOYEE | $144,480 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $125,606 | not reported in the loaded dataset |
| The Segal Company | NONE | $104,903 | not reported in the loaded dataset |
| Joe Vellenga | EMPLOYEE/TRUSTEE | $94,066 | not reported in the loaded dataset |
| Claudia Martinez | EMPLOYEE | $84,296 | not reported in the loaded dataset |
| Brianne Salisbury | EMPLOYEE | $81,741 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $61,795 | not reported in the loaded dataset |
| Costin, Hammel & Leake, L.L.C. | NONE | $57,524 | not reported in the loaded dataset |
| Phil Hayes | EMPLOYEE | $51,306 | not reported in the loaded dataset |
| Comerica Bank | NONE | $50,990 | $0 |
| Dana Garrett | EMPLOYEE | $37,176 | not reported in the loaded dataset |
| Laura Gunaka | EMPLOYEE | $35,988 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $0 | $31,981 |
| Pension Benefit Information LLC | NONE | $26,341 | not reported in the loaded dataset |
| Bond Brothers | NONE | $23,987 | not reported in the loaded dataset |
| Single Click It Inc | NONE | $9,552 | not reported in the loaded dataset |
| Medical Review Institute Of America | NONE | $9,534 | not reported in the loaded dataset |
| Watkins Ross | NONE | $6,743 | not reported in the loaded dataset |
| Isler Dare | NONE | $6,550 | not reported in the loaded dataset |