Pipefitters Local No 636 Defined Contribution Retirement Trust And Plan — Form 5500 plan (Pipefitters Local 636 Defined Contribution Retirement Trust)
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 Defined Contribution Retirement Trust And Plan is a benefit plan reported by Pipefitters Local 636 Defined Contribution Retirement Trust under EIN 38-6440276 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,373 participants and $258,944,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipefitters Local 636 Defined Contribution Retirement Trust
- EIN
- 38-6440276
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 3,373
- End-of-year plan assets
- $258,944,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,373 | H, C | 20241014111508NAL0014825123004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $258,944,796
- Total liabilities (EOY)
- $66,802
- Net assets (EOY)
- $258,877,994
- Net assets (BOY)
- $230,007,862
Income & contributions
- Employer contributions
- $6,088,894
- Participant contributions
- $2,462,643
- Total contributions
- $8,551,537
- Total income / additions
- $50,718,467
Expenses & distributions
- Benefits paid
- $21,387,233
- Administrative expenses
- $461,102
- Total expenses
- $21,848,335
- Net increase / (decrease)
- $28,870,132
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $230,627 | not reported in the loaded dataset | 2023 |
| Nepc LLC | NONE | $53,750 | not reported in the loaded dataset | 2023 |
| Asher Kelly | NONE | $40,829 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co. | NONE | $23,086 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $15,502 | not reported in the loaded dataset | 2023 |
| Nickel & Saph, Inc | NONE | $10,626 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pipefitters Local 636 Defined Contribution Retirement Trust
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Asher Kelly — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- Nickel & Saph, Inc — Schedule C compensation