2023 Form 5500 filing — Pipe Trades District Council No 36 Pension Trust
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 20241008185504NAL0009997331001) for Pipe Trades District Council No 36 Pension Trust, reported by Board Of Trustees, Pipe Trades District Council No 36 under EIN 94-6082956 and plan number 001. It reports 2,763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008185504NAL0009997331001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Pipe Trades District Council No 36
- EIN
- 94-6082956
- Plan number
- 001
- Location
- Alameda, CA
- Participants
- 2,763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $345,460,081
- Total liabilities (EOY)
- $3,950,898
- Net assets (EOY)
- $341,509,183
- Employer contributions
- $24,359,599
- Total income / additions
- $61,503,078
- Benefits paid
- $20,127,742
- Administrative expenses
- $1,759,080
- Total expenses
- $21,886,822
- Net increase / (decrease)
- $39,616,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Us Bank | NONE | $225,619 | not reported in the loaded dataset |
| Nwps | NONE | $157,050 | not reported in the loaded dataset |
| Verus | NONE | $150,246 | not reported in the loaded dataset |
| Wellington Trust | NONE | $133,607 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $115,178 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $113,846 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $105,651 | not reported in the loaded dataset |
| Rreef America L.L.C. | NONE | $103,526 | not reported in the loaded dataset |
| Arrowstreet Capital | NONE | $101,840 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $42,243 | $42,243 |
| Employee 1 | NONE | $61,492 | not reported in the loaded dataset |
| Alan Biller | NONE | $61,287 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | NONE | $46,703 | not reported in the loaded dataset |
| Invesco | NONE | $35,622 | $0 |
| Ua Local 246 | SPONSOR | $17,129 | not reported in the loaded dataset |
| Ua Local 442 | SPONSOR | $16,297 | not reported in the loaded dataset |
| Henry Chiu, Esq. | NONE | $15,524 | not reported in the loaded dataset |
| The Law Office Of Michael E. Moss | NONE | $15,429 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $14,464 | not reported in the loaded dataset |
| Eide Bailly Lp | NONE | $14,058 | not reported in the loaded dataset |
| Ua Local 228 | SPONSOR | $10,662 | not reported in the loaded dataset |
| Ua Local 62 | SPONSOR | $9,431 | not reported in the loaded dataset |
| Whitestar Advisors, LLC | NONE | $7,500 | not reported in the loaded dataset |
| Union Insurance Group | NONE | $0 | $0 |