Pipe Fitters Local Union #211 Defined Contribution Retirement Plan — Form 5500 plan (Pipe Fitters Local Union #211 Defined Contribution Retirement 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 Union #211 Defined Contribution Retirement Plan is a benefit plan reported by Pipe Fitters Local Union #211 Defined Contribution Retirement Plan under EIN 76-0525814 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,726 participants and $38,408,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipe Fitters Local Union #211 Defined Contribution Retirement Plan
- EIN
- 76-0525814
- Plan number
- 001
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 3,726
- End-of-year plan assets
- $38,408,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,726 | H, C | 20241003132150NAL0017143776005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,408,195
- Net assets (EOY)
- $38,408,195
- Net assets (BOY)
- $33,193,085
Income & contributions
- Employer contributions
- $2,540,336
- Participant contributions
- $1,855
- Total contributions
- $2,542,191
- Total income / additions
- $7,382,234
Expenses & distributions
- Benefits paid
- $1,846,948
- Administrative expenses
- $320,176
- Total expenses
- $2,167,124
- Net increase / (decrease)
- $5,215,110
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life | NONE | $212,064 | not reported in the loaded dataset | 2023 |
| Harper & Pearson Company, Pc. | NONE | $25,500 | not reported in the loaded dataset | 2023 |
| Baker & Botts | NONE | $25,485 | not reported in the loaded dataset | 2023 |
| Benefit Resources | NONE | $20,196 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pipe Fitters Local Union #211 Defined Contribution Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- John Hancock Life — Schedule C compensation
- Harper & Pearson Company, Pc. — Schedule C compensation
- Baker & Botts — Schedule C compensation
- Benefit Resources — Schedule C compensation