2023 Form 5500 filing — Indiana Pipe Trades Defined Contribution Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240830130007NAL0008389539001) for Indiana Pipe Trades Defined Contribution Pension Plan, reported by Bd Of Trustees - Indiana Pipe Trades Dfnd Cont Pension Plan under EIN 35-1983939 and plan number 001. It reports 1,319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830130007NAL0008389539001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees - Indiana Pipe Trades Dfnd Cont Pension Plan
- EIN
- 35-1983939
- Plan number
- 001
- Location
- Terre Haute, IN
- Participants
- 1,319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,552,937
- Total liabilities (EOY)
- $12,011
- Net assets (EOY)
- $80,540,926
- Employer contributions
- $3,685,709
- Participant contributions
- $1,003,926
- Total income / additions
- $17,878,174
- Benefits paid
- $3,348,479
- Administrative expenses
- $258,261
- Total expenses
- $3,606,740
- Net increase / (decrease)
- $14,271,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nyhart | NONE | $120,824 | not reported in the loaded dataset |
| Matrix Financial Solutions | NONE | $25,213 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $20,000 | not reported in the loaded dataset |
| United Actuarial Services, Inc | NONE | $15,250 | not reported in the loaded dataset |
| L.M. Henderson & Company, Llp | NONE | $14,535 | not reported in the loaded dataset |
| Wright, Shagley & Lowery, P.C. | NONE | $6,536 | not reported in the loaded dataset |