Pipefitters Local 636 Defined Benefit Pension Fund — Form 5500 plan (Pipefitters Local No 636 Defined Benefit Pension Fund)
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, Pipefitters Local 636 Defined Benefit Pension Fund is a benefit plan reported by Pipefitters Local No 636 Defined Benefit Pension Fund under EIN 38-3009873 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,175 participants and $459,214,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipefitters Local No 636 Defined Benefit Pension Fund
- EIN
- 38-3009873
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 3,175
- End-of-year plan assets
- $459,214,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,175 | H, C | 20241015161514NAL0016853395006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $459,214,136
- Total liabilities (EOY)
- $373,094
- Net assets (EOY)
- $458,841,042
- Net assets (BOY)
- $422,112,383
Income & contributions
- Employer contributions
- $38,312,815
- Total contributions
- $38,312,815
- Total income / additions
- $73,417,930
Expenses & distributions
- Benefits paid
- $33,804,440
- Administrative expenses
- $2,884,831
- Total expenses
- $36,689,271
- Net increase / (decrease)
- $36,728,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $304,240 | not reported in the loaded dataset | 2023 |
| Strome Actuarial Services LLC | NONE | $123,204 | not reported in the loaded dataset | 2023 |
| Nepc LLC | NONE | $86,250 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $83,099 | not reported in the loaded dataset | 2023 |
| Asher Kelley | NONE | $73,704 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $41,023 | not reported in the loaded dataset | 2023 |
| Jpmorgan | NONE | $38,670 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $35,664 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $21,877 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Inc. | NONE | $21,613 | not reported in the loaded dataset | 2023 |
| Nickel & Saph, Inc | NONE | $10,626 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pipefitters Local No 636 Defined Benefit Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Strome Actuarial Services LLC — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Asher Kelley — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Jpmorgan — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- American Graphics Printing Inc. — Schedule C compensation
- Nickel & Saph, Inc — Schedule C compensation