2023 Form 5500 filing — Atlanta Plumbers & Steamfitters H&W 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 20241009193450NAL0019862801003) for Atlanta Plumbers & Steamfitters H&W Fund, reported by Atlanta Plumbers & Steamfitters H&W Fund under EIN 58-1261304 and plan number 501. It reports 2,410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009193450NAL0019862801003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Atlanta Plumbers & Steamfitters H&W Fund
- EIN
- 58-1261304
- Plan number
- 501
- Location
- Pembroke Pines, FL
- Participants
- 2,410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,640,270
- Total liabilities (EOY)
- $4,413,799
- Net assets (EOY)
- $47,226,471
- Employer contributions
- $34,708,998
- Participant contributions
- $2,209,753
- Total income / additions
- $40,009,600
- Benefits paid
- $26,269,439
- Administrative expenses
- $2,523,220
- Total expenses
- $28,792,659
- Net increase / (decrease)
- $11,216,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $853,159 | not reported in the loaded dataset |
| National Employee Benefit Admin | NONE | $701,436 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | NONE | $144,753 | not reported in the loaded dataset |
| Medexpert International Inc | NONE | $75,512 | not reported in the loaded dataset |
| Arnall Golden Gregory Llp | NONE | $38,429 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $35,000 | not reported in the loaded dataset |
| Madison Investment Advisors, LLC | NONE | $20,799 | not reported in the loaded dataset |
| Regions Financial Corporation | NONE | $20,526 | not reported in the loaded dataset |
| Reynolds Consulting Srvcs., LLC | NONE | $12,000 | not reported in the loaded dataset |
| Skysail Rx | NONE | $10,250 | not reported in the loaded dataset |
| Pacific Income Advisers, Inc. | NONE | $8,330 | not reported in the loaded dataset |
| Bha Consulting, LLC | NONE | $5,168 | not reported in the loaded dataset |