2023 Form 5500 filing — Midwest Pipe Trades Retirement 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 20241012230008NAL0041015168001) for Midwest Pipe Trades Retirement Plan, reported by Board Of Trustees - Midwest Pipe Trades Retirement Plan under EIN 31-1272447 and plan number 001. It reports 1,680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012230008NAL0041015168001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Midwest Pipe Trades Retirement Plan
- EIN
- 31-1272447
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,680
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $190,004,018
- Total liabilities (EOY)
- $57,396
- Net assets (EOY)
- $189,946,622
- Employer contributions
- $8,205,600
- Participant contributions
- $278,307
- Total income / additions
- $40,141,711
- Benefits paid
- $8,514,292
- Administrative expenses
- $270,255
- Total expenses
- $8,784,547
- Net increase / (decrease)
- $31,357,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $88,576 | $34,693 |
| Southern Benefit Administrators | NONE | $78,361 | not reported in the loaded dataset |
| Old National Wealth Management | NONE | $24,000 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $19,675 | not reported in the loaded dataset |
| Ledbetter And Parisi LLC | NONE | $18,535 | not reported in the loaded dataset |
| National Financial Services | NONE | $0 | $0 |
| Mutual Funds & Cct | NONE | $0 | $0 |