2023 Form 5500 filing — Pipeline Industry Pension 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 20241015174920NAL0049207408001) for Pipeline Industry Pension Fund, reported by Pipeline Industry Pension Fund under EIN 73-6146433 and plan number 001. It reports 7,694 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174920NAL0049207408001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipeline Industry Pension Fund
- EIN
- 73-6146433
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 7,694
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,550,776,271
- Total liabilities (EOY)
- $632,082
- Net assets (EOY)
- $1,550,144,189
- Employer contributions
- $31,020,589
- Total income / additions
- $251,987,792
- Benefits paid
- $89,420,057
- Administrative expenses
- $6,671,398
- Total expenses
- $96,091,455
- Net increase / (decrease)
- $155,896,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Property Fund | NONE | $1,959,257 | not reported in the loaded dataset |
| Oaktree | NONE | $326,407 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $304,594 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $302,500 | not reported in the loaded dataset |
| Ducenta Squared Asset Management | NONE | $238,375 | $0 |
| Fidelity Management Trust Company | NONE | $226,052 | $0 |
| State Street Global Advisors | NONE | $213,365 | $0 |
| Employee C | EMPLOYEE | $198,536 | not reported in the loaded dataset |
| Pipeline Industry Benefit Fund | EMPLOYEES OF THE PLAN | $165,641 | not reported in the loaded dataset |
| Employee A | EMPLOYEE | $157,781 | not reported in the loaded dataset |
| Global Infrastructure | NONE | $127,933 | not reported in the loaded dataset |
| Bardin Hill | NONE | $127,355 | not reported in the loaded dataset |
| Meiserow Financial | NONE | $127,045 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $117,840 | not reported in the loaded dataset |
| The Segal Company | NONE | $94,338 | not reported in the loaded dataset |
| Employee I | EMPLOYEE | $80,226 | not reported in the loaded dataset |
| Employee J | EMPLOYEE | $69,129 | not reported in the loaded dataset |
| Tedford Insurance | NONE | $63,544 | not reported in the loaded dataset |
| Employee R | EMPLOYEE | $55,351 | not reported in the loaded dataset |
| The Trust Company Of Oklahoma | NONE | $47,653 | not reported in the loaded dataset |
| Employee K | EMPLOYEE | $46,875 | not reported in the loaded dataset |
| Employee P | EMPLOYEE | $36,897 | not reported in the loaded dataset |
| First Reserve Fund Xiii, L.P. | NONE | $28,452 | $0 |
| Rubinbrown Llp | NONE | $15,900 | not reported in the loaded dataset |
| Renaissance Tulsa Hotel | NONE | $0 | $15,464 |
| Robein, Urann, Spencer, Et Al | NONE | $15,395 | not reported in the loaded dataset |
| Lifeline Screening | NONE | $0 | $14,355 |