Indiana Pipe Trades Defined Contribution Pension Plan — Form 5500 plan (Bd Of Trustees - Indiana Pipe Trades Dfnd Cont Pension Plan)
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, Indiana Pipe Trades Defined Contribution Pension Plan is a benefit plan reported by Bd Of Trustees - Indiana Pipe Trades Dfnd Cont Pension Plan under EIN 35-1983939 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,319 participants and $80,552,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees - Indiana Pipe Trades Dfnd Cont Pension Plan
- EIN
- 35-1983939
- Plan number
- 001
- Plan type
- 1
- Location
- Terre Haute, IN
- Latest filing year
- 2023
- Participants
- 1,319
- End-of-year plan assets
- $80,552,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,319 | H, C | 20240830130007NAL0008389539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,552,937
- Total liabilities (EOY)
- $12,011
- Net assets (EOY)
- $80,540,926
- Net assets (BOY)
- $66,269,492
Income & contributions
- Employer contributions
- $3,685,709
- Participant contributions
- $1,003,926
- Total contributions
- $4,689,635
- Total income / additions
- $17,878,174
Expenses & distributions
- Benefits paid
- $3,348,479
- Administrative expenses
- $258,261
- Total expenses
- $3,606,740
- Net increase / (decrease)
- $14,271,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nyhart | NONE | $120,824 | not reported in the loaded dataset | 2023 |
| Matrix Financial Solutions | NONE | $25,213 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc | NONE | $15,250 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, Llp | NONE | $14,535 | not reported in the loaded dataset | 2023 |
| Wright, Shagley & Lowery, P.C. | NONE | $6,536 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees - Indiana Pipe Trades Dfnd Cont Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Terre Haute, IN
- Nyhart — Schedule C compensation
- Matrix Financial Solutions — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- United Actuarial Services, Inc — Schedule C compensation
- L.M. Henderson & Company, Llp — Schedule C compensation
- Wright, Shagley & Lowery, P.C. — Schedule C compensation