2023 Form 5500 filing — Pipe Fitters Welfare Fund, Local 597
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 20241010152646NAL0011659827001) for Pipe Fitters Welfare Fund, Local 597, reported by Trustees Of Pipe Fitters Welfare Fund under EIN 36-2141703 and plan number 501. It reports 10,315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152646NAL0011659827001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Pipe Fitters Welfare Fund
- EIN
- 36-2141703
- Plan number
- 501
- Location
- Chicago, IL
- Participants
- 10,315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $320,491,936
- Total liabilities (EOY)
- $12,107,436
- Net assets (EOY)
- $308,384,500
- Employer contributions
- $139,862,244
- Participant contributions
- $11,787,356
- Total income / additions
- $195,408,295
- Benefits paid
- $162,254,984
- Administrative expenses
- $3,698,567
- Total expenses
- $165,953,551
- Net increase / (decrease)
- $29,454,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marathon Health LLC | NONE | $2,921,592 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $2,781,164 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Illinois | NONE | $2,714,694 | $0 |
| The Segal Company | NONE | $23,829 | $451,248 |
| National Investment Services, Inc. | NONE | $308,460 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $299,034 | $4,977 |
| Rx Savings Solutions | NONE | $265,075 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $235,882 | not reported in the loaded dataset |
| Delta Dental Of Il | NONE | $215,825 | not reported in the loaded dataset |
| Kepro | NONE | $155,577 | not reported in the loaded dataset |
| Costin, Hammel & Leake, L.L.C. | NONE | $149,441 | not reported in the loaded dataset |
| Nichole Linhardt | EMPLOYEE | $145,105 | not reported in the loaded dataset |
| Katie Colbert | EMPLOYEE | $134,471 | not reported in the loaded dataset |
| Catherine Tyree | EMPLOYEE | $124,418 | not reported in the loaded dataset |
| Red-Card Systems, LLC | NONE | $119,445 | $4,150 |
| Colleen Moriarty | EMPLOYEE | $108,640 | not reported in the loaded dataset |
| Silvia Moreno | EMPLOYEE | $93,754 | not reported in the loaded dataset |
| Sheila Jackson | EMPLOYEE | $86,980 | not reported in the loaded dataset |
| Colette Azzaro | EMPLOYEE | $86,630 | not reported in the loaded dataset |
| Cassandra Tyree | EMPLOYEE | $81,476 | not reported in the loaded dataset |
| Mary Beth Tytus | EMPLOYEE | $75,904 | not reported in the loaded dataset |
| Gaile Hogue | EMPLOYEE | $61,278 | not reported in the loaded dataset |
| Bond Brothers | NONE | $56,122 | not reported in the loaded dataset |
| Phillip Hayes | EMPLOYEE | $52,861 | not reported in the loaded dataset |
| Eyemed Vision Care | NONE | $45,651 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $44,862 | not reported in the loaded dataset |
| Carly Flaherty | EMPLOYEE | $38,659 | not reported in the loaded dataset |
| Lauren Bal | EMPLOYEE | $36,219 | not reported in the loaded dataset |
| Kaitlyn Sheehan | EMPLOYEE | $36,196 | not reported in the loaded dataset |
| Dana Garrett | EMPLOYEE | $35,974 | not reported in the loaded dataset |
| Strategic Capital Investment Adv. | NONE | $34,500 | not reported in the loaded dataset |
| Laura Gunaka | EMPLOYEE | $34,042 | not reported in the loaded dataset |
| Pitney Bowes Inc. | NONE | $32,247 | not reported in the loaded dataset |
| Single Click It | NONE | $25,540 | not reported in the loaded dataset |
| Midwest Employee Benefit Funds | NONE | $11,389 | not reported in the loaded dataset |
| Change Healthcare | NONE | $10,657 | not reported in the loaded dataset |
| Isler Dare | NONE | $10,422 | not reported in the loaded dataset |
| Green Light | NONE | $10,121 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $0 | $10,095 |
| Northern Trust Corporation | NONE | $9,759 | $0 |
| Comerica Bank | NONE | $8,549 | $0 |
| Datamation Imaging Services | NONE | $5,199 | not reported in the loaded dataset |