2023 Form 5500 filing — Pipe Fitters Local Union 211 Welfare Trust Fund
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 20241011142654NAL0022928961005) for Pipe Fitters Local Union 211 Welfare Trust Fund, reported by Pipe Fitters Local #211 Welfare Trust Fund under EIN 74-6063911 and plan number 501. It reports 1,909 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142654NAL0022928961005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipe Fitters Local #211 Welfare Trust Fund
- EIN
- 74-6063911
- Plan number
- 501
- Location
- Houston, TX
- Participants
- 1,909
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,168,969
- Total liabilities (EOY)
- $13,009,246
- Net assets (EOY)
- $32,159,723
- Employer contributions
- $23,993,331
- Participant contributions
- $148,290
- Total income / additions
- $26,959,284
- Benefits paid
- $17,280,912
- Administrative expenses
- $1,125,541
- Total expenses
- $18,406,453
- Net increase / (decrease)
- $8,552,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Resources | CONTRACT ADMINISTRATOR | $258,516 | $0 |
| Harper & Pearson Company, Pc | ACCOUNTANT | $157,200 | not reported in the loaded dataset |
| Randy Beal | COORDINATOR | $146,375 | not reported in the loaded dataset |
| Oppenheimer & Co, Inc | CONSULTANT | $101,159 | not reported in the loaded dataset |
| Baker & Botts | ATTORNEY | $68,018 | not reported in the loaded dataset |
| Segal Company | CONSULTANT | $59,829 | not reported in the loaded dataset |
| Leticia Benavides | SECRETARY | $58,203 | not reported in the loaded dataset |
| Patrick Flynn | ATTORNEY | $11,358 | not reported in the loaded dataset |