2023 Form 5500 filing — Plumbers & Pipefitters Lu No 74 Welfare Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008181506NAL0009969939002) for Plumbers & Pipefitters Lu No 74 Welfare Fund, reported by Board Of Trustees Of Plumbers & Pipefitters Lu 74 Welfare Fund under EIN 51-6174595 and plan number 501. It reports 812 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008181506NAL0009969939002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Plumbers & Pipefitters Lu 74 Welfare Fund
- EIN
- 51-6174595
- Plan number
- 501
- Location
- Wilmington, DE
- Participants
- 812
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,893,059
- Total liabilities (EOY)
- $1,116,422
- Net assets (EOY)
- $19,776,637
- Employer contributions
- $12,440,826
- Participant contributions
- $1,137,716
- Total income / additions
- $15,203,767
- Benefits paid
- $13,535,954
- Administrative expenses
- $698,019
- Total expenses
- $14,233,973
- Net increase / (decrease)
- $969,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | NONE | $308,688 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $101,828 | not reported in the loaded dataset |
| Delta Dental | NONE | $38,340 | not reported in the loaded dataset |
| Bolton Partners Inc | NONE | $37,092 | not reported in the loaded dataset |
| Young Conaway Stargatt Taylor | NONE | $29,680 | not reported in the loaded dataset |
| Sage Advisory Services | NONE | $21,822 | not reported in the loaded dataset |
| Whisman Giordano & Associates LLC | NONE | $21,300 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $12,980 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $12,500 | not reported in the loaded dataset |
| Novak Francella | NONE | $7,257 | not reported in the loaded dataset |
| Holroyd Gelman, P.C. | NONE | $5,551 | not reported in the loaded dataset |
| Jennings Sigmond Pc | NONE | $2,932 | not reported in the loaded dataset |