2023 Form 5500 filing — Pipeline Industry Annuity 401(K) 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 20241015175321NAL0016997843001) for Pipeline Industry Annuity 401(K) Trust, reported by Pipeline Industry 401(K) Fund under EIN 26-3051108 and plan number 301. It reports 6,320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175321NAL0016997843001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipeline Industry 401(K) Fund
- EIN
- 26-3051108
- Plan number
- 301
- Location
- Tulsa, OK
- Participants
- 6,320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $314,025,301
- Total liabilities (EOY)
- $66,633
- Net assets (EOY)
- $313,958,668
- Employer contributions
- $21,049,835
- Participant contributions
- $8,623,193
- Total income / additions
- $73,935,717
- Benefits paid
- $36,154,017
- Administrative expenses
- $505,270
- Total expenses
- $36,659,287
- Net increase / (decrease)
- $37,276,430
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trust Company Of Oklahoma | NONE | $219,075 | $0 |
| Pipeline Industry Benefit Fund | RELATED PLAN EXPENSE | $122,058 | not reported in the loaded dataset |
| Employee Q | EMPLOYEE | $48,190 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $23,006 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $22,917 | not reported in the loaded dataset |
| Rubinbrown Llp | NONE | $22,100 | not reported in the loaded dataset |
| Tedford Insurance | NONE | $12,608 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Et. Al. | NONE | $5,685 | not reported in the loaded dataset |