Pipefitters Local No. 636 Retiree Insurance Fund — Form 5500 plan (Jt Board Of Trustees Pipefitters Local No. 636 Retiree Insurance Fd)
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, Pipefitters Local No. 636 Retiree Insurance Fund is a benefit plan reported by Jt Board Of Trustees Pipefitters Local No. 636 Retiree Insurance Fd under EIN 37-6468197 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,186 participants and $17,850,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Board Of Trustees Pipefitters Local No. 636 Retiree Insurance Fd
- EIN
- 37-6468197
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,186
- End-of-year plan assets
- $17,850,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,186 | H, C | 20250605084506NAL0011374929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,850,236
- Total liabilities (EOY)
- $256,973
- Net assets (EOY)
- $17,593,263
- Net assets (BOY)
- $13,474,498
Income & contributions
- Employer contributions
- $8,254,807
- Participant contributions
- $2,579,378
- Total contributions
- $10,834,185
- Total income / additions
- $11,678,799
Expenses & distributions
- Benefits paid
- $7,165,430
- Administrative expenses
- $394,604
- Total expenses
- $7,560,034
- Net increase / (decrease)
- $4,118,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $134,220 | not reported in the loaded dataset | 2023 |
| Asher Kelly | NONE | $53,288 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co. | NONE | $43,330 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Michigan | NONE | $19,293 | not reported in the loaded dataset | 2023 |
| Nickel & Saph Inc. | NONE | $16,763 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $10,250 | not reported in the loaded dataset | 2023 |
| Strome Actuarial Services LLC | NONE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Board Of Trustees Pipefitters Local No. 636 Retiree Insurance Fd
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Asher Kelly — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Delta Dental Of Michigan — Schedule C compensation
- Nickel & Saph Inc. — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- Strome Actuarial Services LLC — Schedule C compensation