Pipefitters Lu No. 195 Defined Contribution Plan — Form 5500 plan (Board Of Trustees Pipefitters Lu No 195 Defined Contribution 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, Pipefitters Lu No. 195 Defined Contribution Plan is a benefit plan reported by Board Of Trustees Pipefitters Lu No 195 Defined Contribution Plan under EIN 47-0848500 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,110 participants and $6,176,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Pipefitters Lu No 195 Defined Contribution Plan
- EIN
- 47-0848500
- Plan number
- 001
- Plan type
- 1
- Location
- Nederland, TX
- Latest filing year
- 2023
- Participants
- 1,110
- End-of-year plan assets
- $6,176,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,110 | H, C | 20240928113929NAL0001636851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,176,123
- Total liabilities (EOY)
- $3,270
- Net assets (EOY)
- $6,172,853
- Net assets (BOY)
- $5,278,601
Income & contributions
- Employer contributions
- $324,069
- Total contributions
- $420,269
- Total income / additions
- $1,181,826
Expenses & distributions
- Benefits paid
- $207,031
- Administrative expenses
- $80,543
- Total expenses
- $287,574
- Net increase / (decrease)
- $894,252
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oppenheimer & Co. | INV MANAGER | $33,711 | not reported in the loaded dataset | 2023 |
| Benefit Resources Inc | ADMINISTRATOR | $17,239 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P,C. | AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Pipefitters Lu No 195 Defined Contribution Plan
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Nederland, TX
- Oppenheimer & Co. — Schedule C compensation
- Benefit Resources Inc — Schedule C compensation
- Edwards And Leathers, P,C. — Schedule C compensation