Pipe Fitters Local No 533 Individual Account Plan — Form 5500 plan (Pipe Fitters Local No 533 Individual Account 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, Pipe Fitters Local No 533 Individual Account Plan is a benefit plan reported by Pipe Fitters Local No 533 Individual Account Plan under EIN 43-6175719 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,392 participants and $274,081,397 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipe Fitters Local No 533 Individual Account Plan
- EIN
- 43-6175719
- Plan number
- 002
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 1,392
- End-of-year plan assets
- $274,081,397
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,392 | H, C | 20241223083156NAL0008584401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $274,081,397
- Total liabilities (EOY)
- $314,521
- Net assets (EOY)
- $273,766,876
- Net assets (BOY)
- $230,548,429
Income & contributions
- Employer contributions
- $9,894,795
- Total contributions
- $9,899,161
- Total income / additions
- $54,037,588
Expenses & distributions
- Benefits paid
- $10,502,679
- Administrative expenses
- $316,462
- Total expenses
- $10,819,141
- Net increase / (decrease)
- $43,218,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blake & Uhlig, P.A. | NONE | $80,212 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $74,488 | $0 | 2023 |
| Rbc Wealth Management | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Solxsys Administrative Solutions | NONE | $37,214 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $18,212 | not reported in the loaded dataset | 2023 |
| Lees Printing Co., Inc | NONE | $6,141 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pipe Fitters Local No 533 Individual Account Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Blake & Uhlig, P.A. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Lees Printing Co., Inc — Schedule C compensation