Oklahoma State Pipe Trades Annuity Fund — Form 5500 plan (Trustees, Oklahoma State Pipe Trades Annuity 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, Oklahoma State Pipe Trades Annuity Fund is a benefit plan reported by Trustees, Oklahoma State Pipe Trades Annuity Fund under EIN 73-1153085 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,110 participants and $83,101,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees, Oklahoma State Pipe Trades Annuity Fund
- EIN
- 73-1153085
- Plan number
- 003
- Plan type
- 1
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 3,110
- End-of-year plan assets
- $83,101,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,110 | H, C | 20241127120857NAL0004283955002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,101,492
- Total liabilities (EOY)
- $131,804
- Net assets (EOY)
- $82,969,688
- Net assets (BOY)
- $73,474,246
Income & contributions
- Employer contributions
- $4,513,787
- Participant contributions
- $447,346
- Total contributions
- $5,011,491
- Total income / additions
- $14,624,179
Expenses & distributions
- Benefits paid
- $4,661,038
- Administrative expenses
- $467,699
- Total expenses
- $5,128,737
- Net increase / (decrease)
- $9,495,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $197,373 | $0 | 2023 |
| Rbc Wealth Management | NONE | $83,872 | not reported in the loaded dataset | 2023 |
| Plumbers Local Union 430 | RELATED PARTY | $74,326 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Picard & Ca | NONE | $26,868 | not reported in the loaded dataset | 2023 |
| Bryan, Little, Haley & Kent Pc | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE | $8,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees, Oklahoma State Pipe Trades Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- John Hancock Retirement Plan Servic — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Plumbers Local Union 430 — Schedule C compensation
- Robein, Urann, Spencer, Picard & Ca — Schedule C compensation
- Bryan, Little, Haley & Kent Pc — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation