Employees Annuity Plan - Products (Se)Pipe Line Corporation — Form 5500 plan (Products (Se) Pipe Line Corporation)
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, Employees Annuity Plan - Products (Se)Pipe Line Corporation is a benefit plan reported by Products (Se) Pipe Line Corporation under EIN 58-0388035 and plan number 002. The latest loaded filing year is 2023. The filing reports 121 participants and $20,980,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Products (Se) Pipe Line Corporation
- EIN
- 58-0388035
- Plan number
- 002
- Plan type
- 3
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $20,980,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20241015145012NAL0016669459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,980,436
- Total liabilities (EOY)
- $38,284
- Net assets (EOY)
- $20,942,152
- Net assets (BOY)
- $22,372,667
Income & contributions
- Employer contributions
- $142,000
- Total contributions
- $142,000
- Total income / additions
- $1,995,436
Expenses & distributions
- Benefits paid
- $3,059,801
- Administrative expenses
- $366,150
- Total expenses
- $3,425,951
- Net increase / (decrease)
- -$1,430,515
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Consulting | N/A | $146,594 | $3,406 | 2023 |
| Mercer (Us) Inc. | N/A | $66,608 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones Llp | NONE | $23,175 | not reported in the loaded dataset | 2023 |
| Axa Equitable Life Insurance | N/A | $16,469 | not reported in the loaded dataset | 2023 |
| Stoel Rives Llp | NONE | $7,464 | not reported in the loaded dataset | 2023 |
| Northern Trust Custody | N/A | $6,024 | not reported in the loaded dataset | 2023 |
| Lifeworks | N/A | $5,543 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Products (Se) Pipe Line Corporation
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Mercer Investment Consulting — Schedule C compensation
- Mercer (Us) Inc. — Schedule C compensation
- Mcconnell & Jones Llp — Schedule C compensation
- Axa Equitable Life Insurance — Schedule C compensation
- Stoel Rives Llp — Schedule C compensation
- Northern Trust Custody — Schedule C compensation
- Lifeworks — Schedule C compensation