Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit FundMoney purchase plan
PIPEFITTERS LOCAL NO 636 RETIREE & WIDOW BENEFIT FUND · TROY, MI · plan year 2023
Joint Board of Trustees Pipefitter 636 Retiree & Widow Benefit Fund reported $43,476 in plan administrative expenses for 2023: 9.72% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 6.95% to 11.45%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Michigan (2,549th of 2,619), and 5,222nd of 5,337 in construction.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 386447273 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.