Pipe Trades Pension Of Montana — Form 5500 plan (Pipe Trades Pension Of Montana)
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 Trades Pension Of Montana is a benefit plan reported by Pipe Trades Pension Of Montana under EIN 91-1530117 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,088 participants and $84,983,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipe Trades Pension Of Montana
- EIN
- 91-1530117
- Plan number
- 001
- Plan type
- 1
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 1,088
- End-of-year plan assets
- $84,983,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,088 | H, C | 20260515132953NAL0011794832001 |
| 2023 | 1,443 | H, C | 20260515133351NAL0009320001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,983,104
- Total liabilities (EOY)
- $60,133
- Net assets (EOY)
- $84,922,971
- Net assets (BOY)
- $75,581,202
Income & contributions
- Employer contributions
- $4,993,019
- Total contributions
- $4,993,019
- Total income / additions
- $15,079,781
Expenses & distributions
- Benefits paid
- $5,463,465
- Administrative expenses
- $274,547
- Total expenses
- $5,738,012
- Net increase / (decrease)
- $9,341,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Capital Advisors, LLC | NONE | $66,249 | not reported in the loaded dataset | 2023 |
| Compusys Of Utah, Inc. | NONE | $36,495 | not reported in the loaded dataset | 2023 |
| Aw Rehn & Associates | NONE | $33,818 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $28,088 | not reported in the loaded dataset | 2023 |
| Turner, Stoeve & Gagliardi, Ps | NONE | $25,903 | not reported in the loaded dataset | 2023 |
| John Hancock | NONE | $24,757 | not reported in the loaded dataset | 2023 |
| Schoedel & Schoedel, Cpas, Pllc | NONE | $14,850 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $13,189 | not reported in the loaded dataset | 2023 |
| Highland Capital Advisors, LLC | NONE | $11,230 | not reported in the loaded dataset | 2023 |
| Lawton Printing | NONE | $6,473 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | NONE | $4,431 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pipe Trades Pension Of Montana
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Highland Capital Advisors, LLC — Schedule C compensation
- Compusys Of Utah, Inc. — Schedule C compensation
- Aw Rehn & Associates — Schedule C compensation
- Us Bank — Schedule C compensation
- Turner, Stoeve & Gagliardi, Ps — Schedule C compensation
- John Hancock — Schedule C compensation
- Schoedel & Schoedel, Cpas, Pllc — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Lawton Printing — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation