Midwest Pipe Trades Retirement Plan — Form 5500 plan (Board Of Trustees - Midwest Pipe Trades Retirement Plan)
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, Midwest Pipe Trades Retirement Plan is a benefit plan reported by Board Of Trustees - Midwest Pipe Trades Retirement Plan under EIN 31-1272447 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,680 participants and $190,004,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Midwest Pipe Trades Retirement Plan
- EIN
- 31-1272447
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,680
- End-of-year plan assets
- $190,004,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,680 | H, C | 20241012230008NAL0041015168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $190,004,018
- Total liabilities (EOY)
- $57,396
- Net assets (EOY)
- $189,946,622
- Net assets (BOY)
- $158,589,458
Income & contributions
- Employer contributions
- $8,205,600
- Participant contributions
- $278,307
- Total contributions
- $8,483,907
- Total income / additions
- $40,141,711
Expenses & distributions
- Benefits paid
- $8,514,292
- Administrative expenses
- $270,255
- Total expenses
- $8,784,547
- Net increase / (decrease)
- $31,357,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $88,576 | $34,693 | 2023 |
| Southern Benefit Administrators | NONE | $78,361 | not reported in the loaded dataset | 2023 |
| Old National Wealth Management | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $19,675 | not reported in the loaded dataset | 2023 |
| Ledbetter And Parisi LLC | NONE | $18,535 | not reported in the loaded dataset | 2023 |
| National Financial Services | NONE | $0 | $0 | 2023 |
| Mutual Funds & Cct | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Midwest Pipe Trades Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Transamerica Retirement Solutions — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Old National Wealth Management — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Ledbetter And Parisi LLC — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mutual Funds & Cct — Schedule C compensation