Plan5500

Pipefitters Local No 636 Retiree & Widow Benefit Fund — Form 5500 plan (Joint Board Of Trustees Pipefitter 636 Retiree & Widow Benefit 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, Pipefitters Local No 636 Retiree & Widow Benefit Fund is a benefit plan reported by Joint Board Of Trustees Pipefitter 636 Retiree & Widow Benefit Fund under EIN 38-6447273 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,666 participants and $493,148 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Board Of Trustees Pipefitter 636 Retiree & Widow Benefit Fund
EIN
38-6447273
Plan number
001
Plan type
1
Location
Troy, MI
Latest filing year
2023
Participants
1,666
End-of-year plan assets
$493,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,666H, C20241014114510NAL0014864707006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$493,148
Total liabilities (EOY)
$3,561
Net assets (EOY)
$489,587
Net assets (BOY)
$405,267

Income & contributions

Employer contributions
$1,792,432
Total contributions
$1,792,432
Total income / additions
$1,834,521

Expenses & distributions

Benefits paid
$1,706,725
Administrative expenses
$43,476
Total expenses
$1,750,201
Net increase / (decrease)
$84,320

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benesys, Inc.NONE$11,881not reported in the loaded dataset2023
Nickel & Saph, Inc.NONE$7,084not reported in the loaded dataset2023

Related Form 5500 pages