2023 Form 5500 filing — Pipe Trades Pension Of Montana
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 20260515133351NAL0009320001001) for Pipe Trades Pension Of Montana, reported by Pipe Trades Pension Of Montana under EIN 91-1530117 and plan number 001. It reports 1,443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260515133351NAL0009320001001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipe Trades Pension Of Montana
- EIN
- 91-1530117
- Plan number
- 001
- Location
- Spokane, WA
- Participants
- 1,443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,983,104
- Total liabilities (EOY)
- $60,133
- Net assets (EOY)
- $84,922,971
- Employer contributions
- $4,993,019
- Total income / additions
- $15,079,781
- Benefits paid
- $5,463,465
- Administrative expenses
- $274,547
- Total expenses
- $5,738,012
- Net increase / (decrease)
- $9,341,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Capital Advisors, LLC | NONE | $66,249 | not reported in the loaded dataset |
| Compusys Of Utah, Inc. | NONE | $36,495 | not reported in the loaded dataset |
| Aw Rehn & Associates | NONE | $33,818 | not reported in the loaded dataset |
| Us Bank | NONE | $28,088 | not reported in the loaded dataset |
| Turner, Stoeve & Gagliardi, Ps | NONE | $25,903 | not reported in the loaded dataset |
| John Hancock | NONE | $24,757 | not reported in the loaded dataset |
| Schoedel & Schoedel, Cpas, Pllc | NONE | $14,850 | not reported in the loaded dataset |
| Rael & Letson | NONE | $13,189 | not reported in the loaded dataset |
| Highland Capital Advisors, LLC | NONE | $11,230 | not reported in the loaded dataset |
| Lawton Printing | NONE | $6,473 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | NONE | $4,431 | not reported in the loaded dataset |