Pipe Fitters Retirement Fund, Local 597 — Form 5500 plan (Trustees Of Pipe Fitters Retirement Fund 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 Retirement Fund, Local 597 is a benefit plan reported by Trustees Of Pipe Fitters Retirement Fund Local 597 under EIN 62-6105084 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,218 participants and $2,722,867,839 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Pipe Fitters Retirement Fund Local 597
- EIN
- 62-6105084
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 14,218
- End-of-year plan assets
- $2,722,867,839
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,218 | H, C | 20241010152705NAL0020428897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,722,867,839
- Total liabilities (EOY)
- $587,179
- Net assets (EOY)
- $2,722,280,660
- Net assets (BOY)
- $2,478,575,966
Income & contributions
- Employer contributions
- $97,528,152
- Total contributions
- $97,528,152
- Total income / additions
- $417,277,317
Expenses & distributions
- Benefits paid
- $169,919,536
- Administrative expenses
- $3,653,087
- Total expenses
- $173,572,623
- Net increase / (decrease)
- $243,704,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Investment Services, Inc. | NONE | $728,401 | not reported in the loaded dataset | 2023 |
| Washington Capital | NONE | $471,348 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adv. | NONE | $174,500 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $159,431 | $0 | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $151,992 | not reported in the loaded dataset | 2023 |
| Nichole Linhardt | EMPLOYEE | $144,480 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $125,606 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $104,903 | not reported in the loaded dataset | 2023 |
| Joe Vellenga | EMPLOYEE/TRUSTEE | $94,066 | not reported in the loaded dataset | 2023 |
| Claudia Martinez | EMPLOYEE | $84,296 | not reported in the loaded dataset | 2023 |
| Brianne Salisbury | EMPLOYEE | $81,741 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $61,795 | not reported in the loaded dataset | 2023 |
| Costin, Hammel & Leake, L.L.C. | NONE | $57,524 | not reported in the loaded dataset | 2023 |
| Phil Hayes | EMPLOYEE | $51,306 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $50,990 | $0 | 2023 |
| Dana Garrett | EMPLOYEE | $37,176 | not reported in the loaded dataset | 2023 |
| Laura Gunaka | EMPLOYEE | $35,988 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $0 | $31,981 | 2023 |
| Pension Benefit Information LLC | NONE | $26,341 | not reported in the loaded dataset | 2023 |
| Bond Brothers | NONE | $23,987 | not reported in the loaded dataset | 2023 |
| Single Click It Inc | NONE | $9,552 | not reported in the loaded dataset | 2023 |
| Medical Review Institute Of America | NONE | $9,534 | not reported in the loaded dataset | 2023 |
| Watkins Ross | NONE | $6,743 | not reported in the loaded dataset | 2023 |
| Isler Dare | NONE | $6,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Pipe Fitters Retirement Fund Local 597
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- National Investment Services, Inc. — Schedule C compensation
- Washington Capital — Schedule C compensation
- Strategic Capital Investment Adv. — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Nichole Linhardt — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Joe Vellenga — Schedule C compensation
- Claudia Martinez — Schedule C compensation
- Brianne Salisbury — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Costin, Hammel & Leake, L.L.C. — Schedule C compensation
- Phil Hayes — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Dana Garrett — Schedule C compensation
- Laura Gunaka — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Pension Benefit Information LLC — Schedule C compensation
- Bond Brothers — Schedule C compensation
- Single Click It Inc — Schedule C compensation
- Medical Review Institute Of America — Schedule C compensation
- Watkins Ross — Schedule C compensation
- Isler Dare — Schedule C compensation