Pipeline Industry Annuity 401(K) Trust — Form 5500 plan (Pipeline Industry 401(K) Fund)
Plain-English plan 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, Pipeline Industry Annuity 401(K) Trust is a benefit plan reported by Pipeline Industry 401(K) Fund under EIN 26-3051108 and plan number 301. The latest loaded filing year is 2023. The filing reports 6,320 participants and $314,025,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipeline Industry 401(K) Fund
- EIN
- 26-3051108
- Plan number
- 301
- Plan type
- 1
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 6,320
- End-of-year plan assets
- $314,025,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,320 | H, C | 20241015175321NAL0016997843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $314,025,301
- Total liabilities (EOY)
- $66,633
- Net assets (EOY)
- $313,958,668
- Net assets (BOY)
- $276,682,238
Income & contributions
- Employer contributions
- $21,049,835
- Participant contributions
- $8,623,193
- Total contributions
- $30,364,584
- Total income / additions
- $73,935,717
Expenses & distributions
- Benefits paid
- $36,154,017
- Administrative expenses
- $505,270
- Total expenses
- $36,659,287
- Net increase / (decrease)
- $37,276,430
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trust Company Of Oklahoma | NONE | $219,075 | $0 | 2023 |
| Pipeline Industry Benefit Fund | RELATED PLAN EXPENSE | $122,058 | not reported in the loaded dataset | 2023 |
| Employee Q | EMPLOYEE | $48,190 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $23,006 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $22,917 | not reported in the loaded dataset | 2023 |
| Rubinbrown Llp | NONE | $22,100 | not reported in the loaded dataset | 2023 |
| Tedford Insurance | NONE | $12,608 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Et. Al. | NONE | $5,685 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pipeline Industry 401(K) Fund
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Trust Company Of Oklahoma — Schedule C compensation
- Pipeline Industry Benefit Fund — Schedule C compensation
- Employee Q — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Rubinbrown Llp — Schedule C compensation
- Tedford Insurance — Schedule C compensation
- Robein, Urann, Spencer, Et. Al. — Schedule C compensation