2023 Form 5500 filing — Colorado Pipe Industry Annuity And Salary Deferral 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 20241010225506NAL0041820338001) for Colorado Pipe Industry Annuity And Salary Deferral Trust, reported by Board Of Trustees, Colorado Pipe Industry Annuity under EIN 84-6041803 and plan number 001. It reports 2,288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010225506NAL0041820338001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Colorado Pipe Industry Annuity
- EIN
- 84-6041803
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 2,288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,296,665
- Total liabilities (EOY)
- $79,125
- Net assets (EOY)
- $59,217,540
- Employer contributions
- $1,053,690
- Participant contributions
- $3,280,517
- Total income / additions
- $12,759,825
- Benefits paid
- $3,989,518
- Administrative expenses
- $353,573
- Total expenses
- $4,343,091
- Net increase / (decrease)
- $8,416,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | NONE | $192,104 | $0 |
| Pipe Ind H&W Fund Of Colorado | NONE | $63,177 | not reported in the loaded dataset |
| Innovest Portfolio | NONE | $36,294 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $25,003 | not reported in the loaded dataset |
| Spencer Fane Llp | NONE | $8,625 | not reported in the loaded dataset |
| Morningstar Investment Mgmt LLC | NONE | $0 | $0 |