2023 Form 5500 filing — Pipefitters Local No 636 Defined Contribution Retirement Trust And 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 20241014111508NAL0014825123004) for Pipefitters Local No 636 Defined Contribution Retirement Trust And Plan, reported by Pipefitters Local 636 Defined Contribution Retirement Trust under EIN 38-6440276 and plan number 001. It reports 3,373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111508NAL0014825123004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipefitters Local 636 Defined Contribution Retirement Trust
- EIN
- 38-6440276
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 3,373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $258,944,796
- Total liabilities (EOY)
- $66,802
- Net assets (EOY)
- $258,877,994
- Employer contributions
- $6,088,894
- Participant contributions
- $2,462,643
- Total income / additions
- $50,718,467
- Benefits paid
- $21,387,233
- Administrative expenses
- $461,102
- Total expenses
- $21,848,335
- Net increase / (decrease)
- $28,870,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $230,627 | not reported in the loaded dataset |
| Nepc LLC | NONE | $53,750 | not reported in the loaded dataset |
| Asher Kelly | NONE | $40,829 | not reported in the loaded dataset |
| American Graphics Printing Co. | NONE | $23,086 | not reported in the loaded dataset |
| Bultynck & Co., Pllc | NONE | $15,502 | not reported in the loaded dataset |
| Nickel & Saph, Inc | NONE | $10,626 | not reported in the loaded dataset |