2023 Form 5500 filing — Pipe Fitters Local No 533 Individual Account Plan
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 20241223083156NAL0008584401001) for Pipe Fitters Local No 533 Individual Account Plan, reported by Pipe Fitters Local No 533 Individual Account Plan under EIN 43-6175719 and plan number 002. It reports 1,392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223083156NAL0008584401001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipe Fitters Local No 533 Individual Account Plan
- EIN
- 43-6175719
- Plan number
- 002
- Location
- Kansas City, MO
- Participants
- 1,392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $274,081,397
- Total liabilities (EOY)
- $314,521
- Net assets (EOY)
- $273,766,876
- Employer contributions
- $9,894,795
- Total income / additions
- $54,037,588
- Benefits paid
- $10,502,679
- Administrative expenses
- $316,462
- Total expenses
- $10,819,141
- Net increase / (decrease)
- $43,218,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blake & Uhlig, P.A. | NONE | $80,212 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $74,488 | $0 |
| Rbc Wealth Management | NONE | $40,000 | not reported in the loaded dataset |
| Solxsys Administrative Solutions | NONE | $37,214 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $18,212 | not reported in the loaded dataset |
| Lees Printing Co., Inc | NONE | $6,141 | not reported in the loaded dataset |