Colorado Pipe Industry Annuity And Salary Deferral Trust — Form 5500 plan (Board Of Trustees, Colorado Pipe Industry Annuity)
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, Colorado Pipe Industry Annuity And Salary Deferral Trust is a benefit plan reported by Board Of Trustees, Colorado Pipe Industry Annuity under EIN 84-6041803 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,288 participants and $59,296,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Colorado Pipe Industry Annuity
- EIN
- 84-6041803
- Plan number
- 001
- Plan type
- 1
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 2,288
- End-of-year plan assets
- $59,296,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,288 | H, C | 20241010225506NAL0041820338001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,296,665
- Total liabilities (EOY)
- $79,125
- Net assets (EOY)
- $59,217,540
- Net assets (BOY)
- $50,800,806
Income & contributions
- Employer contributions
- $1,053,690
- Participant contributions
- $3,280,517
- Total contributions
- $4,347,898
- Total income / additions
- $12,759,825
Expenses & distributions
- Benefits paid
- $3,989,518
- Administrative expenses
- $353,573
- Total expenses
- $4,343,091
- Net increase / (decrease)
- $8,416,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | NONE | $192,104 | $0 | 2023 |
| Pipe Ind H&W Fund Of Colorado | NONE | $63,177 | not reported in the loaded dataset | 2023 |
| Innovest Portfolio | NONE | $36,294 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $25,003 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | NONE | $8,625 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Mgmt LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Colorado Pipe Industry Annuity
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Principal Life Insurance Company — Schedule C compensation
- Pipe Ind H&W Fund Of Colorado — Schedule C compensation
- Innovest Portfolio — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation