2023 Form 5500 filing — Pipe Fitters Local No 533 Pension 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 20241223083026NAL0005797811001) for Pipe Fitters Local No 533 Pension Plan, reported by Pipe Fitters Local No 533 Pension Plan under EIN 43-6175719 and plan number 001. It reports 2,156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223083026NAL0005797811001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipe Fitters Local No 533 Pension Plan
- EIN
- 43-6175719
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 2,156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $309,692,516
- Total liabilities (EOY)
- $460,520
- Net assets (EOY)
- $309,231,996
- Employer contributions
- $14,786,630
- Total income / additions
- $47,642,629
- Benefits paid
- $19,250,128
- Administrative expenses
- $643,102
- Total expenses
- $19,893,230
- Net increase / (decrease)
- $27,749,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Solxsys Administrative Solutions Ll | NONE | $153,958 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE | $124,850 | $0 |
| United Actuarial Services, Inc. | NONE | $82,750 | not reported in the loaded dataset |
| Blake & Uhlig, P.A. | NONE | $78,353 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $19,832 | not reported in the loaded dataset |
| Macomb Business Forms Inc | NONE | $16,475 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $7,971 | not reported in the loaded dataset |
| Rockhill Orthopaedic | NONE | $5,480 | not reported in the loaded dataset |