Pipe Fitters Local Union 211 Welfare Trust Fund — Form 5500 plan (Pipe Fitters Local #211 Welfare Trust 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, Pipe Fitters Local Union 211 Welfare Trust Fund is a benefit plan reported by Pipe Fitters Local #211 Welfare Trust Fund under EIN 74-6063911 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,909 participants and $45,168,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipe Fitters Local #211 Welfare Trust Fund
- EIN
- 74-6063911
- Plan number
- 501
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 1,909
- End-of-year plan assets
- $45,168,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,909 | H, C | 20241011142654NAL0022928961005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,168,969
- Total liabilities (EOY)
- $13,009,246
- Net assets (EOY)
- $32,159,723
- Net assets (BOY)
- $23,606,892
Income & contributions
- Employer contributions
- $23,993,331
- Participant contributions
- $148,290
- Total contributions
- $24,141,621
- Total income / additions
- $26,959,284
Expenses & distributions
- Benefits paid
- $17,280,912
- Administrative expenses
- $1,125,541
- Total expenses
- $18,406,453
- Net increase / (decrease)
- $8,552,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Resources | CONTRACT ADMINISTRATOR | $258,516 | $0 | 2023 |
| Harper & Pearson Company, Pc | ACCOUNTANT | $157,200 | not reported in the loaded dataset | 2023 |
| Randy Beal | COORDINATOR | $146,375 | not reported in the loaded dataset | 2023 |
| Oppenheimer & Co, Inc | CONSULTANT | $101,159 | not reported in the loaded dataset | 2023 |
| Baker & Botts | ATTORNEY | $68,018 | not reported in the loaded dataset | 2023 |
| Segal Company | CONSULTANT | $59,829 | not reported in the loaded dataset | 2023 |
| Leticia Benavides | SECRETARY | $58,203 | not reported in the loaded dataset | 2023 |
| Patrick Flynn | ATTORNEY | $11,358 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pipe Fitters Local #211 Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Benefit Resources — Schedule C compensation
- Harper & Pearson Company, Pc — Schedule C compensation
- Randy Beal — Schedule C compensation
- Oppenheimer & Co, Inc — Schedule C compensation
- Baker & Botts — Schedule C compensation
- Segal Company — Schedule C compensation
- Leticia Benavides — Schedule C compensation
- Patrick Flynn — Schedule C compensation