2023 Form 5500 filing — Pipefitters Local No 636 Retiree & Widow Benefit 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 20241014114510NAL0014864707006) for Pipefitters Local No 636 Retiree & Widow Benefit Fund, reported by Joint Board Of Trustees Pipefitter 636 Retiree & Widow Benefit Fund under EIN 38-6447273 and plan number 001. It reports 1,666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$489.6KReported net assets$489,587
Participants1.7K1,666
Provider compensation$19K2 Schedule C row(s)$18,965
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014114510NAL0014864707006
Plan sponsor
Joint Board Of Trustees Pipefitter 636 Retiree & Widow Benefit Fund
EIN
38-6447273
Plan number
001
Location
Troy, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$493.1K total assets
Net assets$489.6KLiabilities$3.6K
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$1.8M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$493,148
Total liabilities (EOY)
$3,561
Net assets (EOY)
$489,587
Employer contributions
$1,792,432
Total income / additions
$1,834,521
Benefits paid
$1,706,725
Administrative expenses
$43,476
Total expenses
$1,750,201
Net increase / (decrease)
$84,320
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $11.9K
  2. 2
    NONE · Direct $7.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014114510NAL0014864707006 cover?
It is the 2023 Form 5500 filing for Pipefitters Local No 636 Retiree & Widow Benefit Fund, reported by Joint Board Of Trustees Pipefitter 636 Retiree & Widow Benefit Fund (EIN 38-6447273).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages