2023 Form 5500 filing — Oklahoma State Pipe Trades Annuity 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 20241127120857NAL0004283955002) for Oklahoma State Pipe Trades Annuity Fund, reported by Trustees, Oklahoma State Pipe Trades Annuity Fund under EIN 73-1153085 and plan number 003. It reports 3,110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241127120857NAL0004283955002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees, Oklahoma State Pipe Trades Annuity Fund
- EIN
- 73-1153085
- Plan number
- 003
- Location
- Tulsa, OK
- Participants
- 3,110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,101,492
- Total liabilities (EOY)
- $131,804
- Net assets (EOY)
- $82,969,688
- Employer contributions
- $4,513,787
- Participant contributions
- $447,346
- Total income / additions
- $14,624,179
- Benefits paid
- $4,661,038
- Administrative expenses
- $467,699
- Total expenses
- $5,128,737
- Net increase / (decrease)
- $9,495,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $197,373 | $0 |
| Rbc Wealth Management | NONE | $83,872 | not reported in the loaded dataset |
| Plumbers Local Union 430 | RELATED PARTY | $74,326 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard & Ca | NONE | $26,868 | not reported in the loaded dataset |
| Bryan, Little, Haley & Kent Pc | NONE | $21,500 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE | $8,250 | not reported in the loaded dataset |