Pipe Fitters Association L.U. 597, U.A. 401(K) Pla — Form 5500 plan (Trustees Of Pipe Fitters Association Local 597)
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 Fitters Association L.U. 597, U.A. 401(K) Pla is a benefit plan reported by Trustees Of Pipe Fitters Association Local 597 under EIN 36-1820310 and plan number 002. The latest loaded filing year is 2023. The filing reports 10,442 participants and $2,153,815,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Pipe Fitters Association Local 597
- EIN
- 36-1820310
- Plan number
- 002
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 10,442
- End-of-year plan assets
- $2,153,815,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,442 | H, C | 20241010152624NAL0020427825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,153,815,259
- Total liabilities (EOY)
- $714,254
- Net assets (EOY)
- $2,153,101,005
- Net assets (BOY)
- $1,801,586,118
Income & contributions
- Employer contributions
- $134,128,560
- Participant contributions
- $28,373,930
- Total contributions
- $162,852,310
- Total income / additions
- $441,763,367
Expenses & distributions
- Benefits paid
- $87,733,565
- Administrative expenses
- $602,788
- Total expenses
- $90,248,480
- Net increase / (decrease)
- $351,514,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $170,160 | $0 | 2023 |
| Johnson & Krol, LLC | NONE | $53,028 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adv. | NONE | $45,001 | not reported in the loaded dataset | 2023 |
| Phil Hayes | EMPLOYEE | $31,094 | not reported in the loaded dataset | 2023 |
| Bond Brothers | NONE | $25,412 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $20,543 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $17,700 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $0 | $15,477 | 2023 |
| Costin, Hammel & Leake L.L.C. | NONE | $12,054 | not reported in the loaded dataset | 2023 |
| Isler Dare | NONE | $8,129 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Pipe Fitters Association Local 597
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Strategic Capital Investment Adv. — Schedule C compensation
- Phil Hayes — Schedule C compensation
- Bond Brothers — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Costin, Hammel & Leake L.L.C. — Schedule C compensation
- Isler Dare — Schedule C compensation