2023 Form 5500 filing — Plumbers And Steamfitters Local Union No. 33 Health And Welfare Trust
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 20241009104508NAL0019036721005) for Plumbers And Steamfitters Local Union No. 33 Health And Welfare Trust, reported by Plumbers & Steamfitters Local Union No.33 Health & Welfare Trust under EIN 42-0930021 and plan number 501. It reports 1,588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009104508NAL0019036721005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local Union No.33 Health & Welfare Trust
- EIN
- 42-0930021
- Plan number
- 501
- Location
- Des Moines, IA
- Participants
- 1,588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,390,729
- Total liabilities (EOY)
- $31,860,684
- Net assets (EOY)
- $55,530,045
- Employer contributions
- $22,626,202
- Participant contributions
- $1,403,659
- Total income / additions
- $31,356,361
- Benefits paid
- $20,181,900
- Administrative expenses
- $1,220,310
- Total expenses
- $21,402,210
- Net increase / (decrease)
- $9,954,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross And Blue Shield | not reported in the loaded dataset | $808,626 | not reported in the loaded dataset |
| Basys, Inc. | not reported in the loaded dataset | $123,950 | not reported in the loaded dataset |
| Jama Barbour | not reported in the loaded dataset | $110,110 | not reported in the loaded dataset |
| Zach Hester | not reported in the loaded dataset | $91,803 | not reported in the loaded dataset |
| Jamie Kooyman | not reported in the loaded dataset | $89,093 | not reported in the loaded dataset |
| Jenn Carter | not reported in the loaded dataset | $67,895 | not reported in the loaded dataset |
| Fox Rothschild, Llp | not reported in the loaded dataset | $60,346 | not reported in the loaded dataset |
| Income Research & Management | not reported in the loaded dataset | $48,852 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $41,865 | $4,033 |
| Jordyn Cox | not reported in the loaded dataset | $44,125 | not reported in the loaded dataset |
| Deboer & Associates, Pc | not reported in the loaded dataset | $39,555 | not reported in the loaded dataset |
| Asset Consulting Group | not reported in the loaded dataset | $22,000 | not reported in the loaded dataset |
| Iowa State Bank | not reported in the loaded dataset | $16,800 | not reported in the loaded dataset |
| Ninety One International Dynamic | not reported in the loaded dataset | $16,110 | not reported in the loaded dataset |
| Janus Henderson Investors | not reported in the loaded dataset | $14,801 | not reported in the loaded dataset |