2023 Form 5500 filing — Pipe Fitters Local Union #211 Defined Contribution Retirement 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 20241003132150NAL0017143776005) for Pipe Fitters Local Union #211 Defined Contribution Retirement Plan, reported by Pipe Fitters Local Union #211 Defined Contribution Retirement Plan under EIN 76-0525814 and plan number 001. It reports 3,726 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003132150NAL0017143776005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipe Fitters Local Union #211 Defined Contribution Retirement Plan
- EIN
- 76-0525814
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 3,726
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,408,195
- Net assets (EOY)
- $38,408,195
- Employer contributions
- $2,540,336
- Participant contributions
- $1,855
- Total income / additions
- $7,382,234
- Benefits paid
- $1,846,948
- Administrative expenses
- $320,176
- Total expenses
- $2,167,124
- Net increase / (decrease)
- $5,215,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life | NONE | $212,064 | not reported in the loaded dataset |
| Harper & Pearson Company, Pc. | NONE | $25,500 | not reported in the loaded dataset |
| Baker & Botts | NONE | $25,485 | not reported in the loaded dataset |
| Benefit Resources | NONE | $20,196 | $0 |