Pipe Trades Services Mn Retiree Health Fund — Form 5500 plan (Board Of Trustees Of Pipe Trades Services Mn Retiree Health Trust)
Plain-English plan 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, Pipe Trades Services Mn Retiree Health Fund is a benefit plan reported by Board Of Trustees Of Pipe Trades Services Mn Retiree Health Trust under EIN 16-1657260 and plan number 502. The latest loaded filing year is 2023. The filing reports 6,855 participants and $278,953,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Pipe Trades Services Mn Retiree Health Trust
- EIN
- 16-1657260
- Plan number
- 502
- Plan type
- 1
- Location
- White Bear Lake, MN
- Latest filing year
- 2023
- Participants
- 6,855
- End-of-year plan assets
- $278,953,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,855 | H, C | 20241010141649NAL0021203185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $278,953,216
- Total liabilities (EOY)
- $121,921
- Net assets (EOY)
- $278,831,295
- Net assets (BOY)
- $248,622,931
Income & contributions
- Employer contributions
- $9,665,438
- Total contributions
- $9,665,438
- Total income / additions
- $42,390,009
Expenses & distributions
- Benefits paid
- $11,111,920
- Administrative expenses
- $1,069,725
- Total expenses
- $12,181,645
- Net increase / (decrease)
- $30,208,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Twele Capital Management, Inc. | NONE KNOWN | $437,629 | not reported in the loaded dataset | 2023 |
| Pipe Trades Services Mn, Inc. | CAPTIVE SERVICE ENTITY | $386,544 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $85,210 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE KNOWN | $67,466 | not reported in the loaded dataset | 2023 |
| Taft Stettinius & Hollister Llp | NONE KNOWN | $38,589 | not reported in the loaded dataset | 2023 |
| Honsa-Binder Printing, Inc. | NONE KNOWN | $20,287 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Pipe Trades Services Mn Retiree Health Trust
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in White Bear Lake, MN
- Twele Capital Management, Inc. — Schedule C compensation
- Pipe Trades Services Mn, Inc. — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Taft Stettinius & Hollister Llp — Schedule C compensation
- Honsa-Binder Printing, Inc. — Schedule C compensation