Pipe Trades District Council No 36 Pension Trust — Form 5500 plan (Board Of Trustees, Pipe Trades District Council No 36)
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 District Council No 36 Pension Trust is a benefit plan reported by Board Of Trustees, Pipe Trades District Council No 36 under EIN 94-6082956 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,763 participants and $345,460,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Pipe Trades District Council No 36
- EIN
- 94-6082956
- Plan number
- 001
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 2,763
- End-of-year plan assets
- $345,460,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,763 | H, C | 20241008185504NAL0009997331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $345,460,081
- Total liabilities (EOY)
- $3,950,898
- Net assets (EOY)
- $341,509,183
- Net assets (BOY)
- $301,892,927
Income & contributions
- Employer contributions
- $24,359,599
- Total contributions
- $24,359,599
- Total income / additions
- $61,503,078
Expenses & distributions
- Benefits paid
- $20,127,742
- Administrative expenses
- $1,759,080
- Total expenses
- $21,886,822
- Net increase / (decrease)
- $39,616,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Us Bank | NONE | $225,619 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $157,050 | not reported in the loaded dataset | 2023 |
| Verus | NONE | $150,246 | not reported in the loaded dataset | 2023 |
| Wellington Trust | NONE | $133,607 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $115,178 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $113,846 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $105,651 | not reported in the loaded dataset | 2023 |
| Rreef America L.L.C. | NONE | $103,526 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital | NONE | $101,840 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $42,243 | $42,243 | 2023 |
| Employee 1 | NONE | $61,492 | not reported in the loaded dataset | 2023 |
| Alan Biller | NONE | $61,287 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | NONE | $46,703 | not reported in the loaded dataset | 2023 |
| Invesco | NONE | $35,622 | $0 | 2023 |
| Ua Local 246 | SPONSOR | $17,129 | not reported in the loaded dataset | 2023 |
| Ua Local 442 | SPONSOR | $16,297 | not reported in the loaded dataset | 2023 |
| Henry Chiu, Esq. | NONE | $15,524 | not reported in the loaded dataset | 2023 |
| The Law Office Of Michael E. Moss | NONE | $15,429 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $14,464 | not reported in the loaded dataset | 2023 |
| Eide Bailly Lp | NONE | $14,058 | not reported in the loaded dataset | 2023 |
| Ua Local 228 | SPONSOR | $10,662 | not reported in the loaded dataset | 2023 |
| Ua Local 62 | SPONSOR | $9,431 | not reported in the loaded dataset | 2023 |
| Whitestar Advisors, LLC | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Union Insurance Group | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Pipe Trades District Council No 36
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Us Bank — Schedule C compensation
- Nwps — Schedule C compensation
- Verus — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Rreef America L.L.C. — Schedule C compensation
- Arrowstreet Capital — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Employee 1 — Schedule C compensation
- Alan Biller — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Invesco — Schedule C compensation
- Ua Local 246 — Schedule C compensation
- Ua Local 442 — Schedule C compensation
- Henry Chiu, Esq. — Schedule C compensation
- The Law Office Of Michael E. Moss — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Eide Bailly Lp — Schedule C compensation
- Ua Local 228 — Schedule C compensation
- Ua Local 62 — Schedule C compensation
- Whitestar Advisors, LLC — Schedule C compensation
- Union Insurance Group — Schedule C compensation