Charge Epc Retirement Trust — Form 5500 plan (Veteran Pipeline Construction Inc. Dba Accu-Bore Directional)
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, Charge Epc Retirement Trust is a benefit plan reported by Veteran Pipeline Construction Inc. Dba Accu-Bore Directional under EIN 27-2556492 and plan number 001. The latest loaded filing year is 2023. The filing reports 448 participants and $11,767,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veteran Pipeline Construction Inc. Dba Accu-Bore Directional
- EIN
- 27-2556492
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 448
- End-of-year plan assets
- $11,767,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 448 | H, C | 20240909111640NAL0004431025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,767,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,767,576
- Net assets (BOY)
- $8,532,499
Income & contributions
- Employer contributions
- $539,350
- Participant contributions
- $1,141,819
- Total contributions
- $1,979,296
- Total income / additions
- $3,774,529
Expenses & distributions
- Benefits paid
- $500,855
- Administrative expenses
- $38,597
- Total expenses
- $539,452
- Net increase / (decrease)
- $3,235,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,423 | $0 | 2023 |
| Securian Financial Services Inc | OTHER SERVICES | $0 | $11,128 | 2023 |
| Raymond James Insurance Group Inc | OTHER SERVICES | $0 | $10,057 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veteran Pipeline Construction Inc. Dba Accu-Bore Directional
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Principal Life Insurance Company — Schedule C compensation
- Securian Financial Services Inc — Schedule C compensation
- Raymond James Insurance Group Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation