2023 Form 5500 filing — Plumbers & Fitters Local Union 295 Welfare Plan
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 20241012163915NAL0023703281002) for Plumbers & Fitters Local Union 295 Welfare Plan, reported by Trustees Plumbers & Fitters Local Union 295 Welfare Plan under EIN 59-6134281 and plan number 501. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012163915NAL0023703281002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Plumbers & Fitters Local Union 295 Welfare Plan
- EIN
- 59-6134281
- Plan number
- 501
- Location
- Jacksonville, FL
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,461,085
- Total liabilities (EOY)
- $886,824
- Net assets (EOY)
- $5,574,261
- Employer contributions
- $3,878,320
- Participant contributions
- $243,735
- Total income / additions
- $4,578,737
- Benefits paid
- $3,879,557
- Administrative expenses
- $310,534
- Total expenses
- $4,190,091
- Net increase / (decrease)
- $388,646
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Heathcare Shared Services | NONE | $108,165 | not reported in the loaded dataset |
| National Employee Benefits Admin. | NONE | $65,349 | not reported in the loaded dataset |
| Lassiter-Ware Inc. | NONE | $53,100 | $0 |
| Karpus Investment Management | NONE | $51,004 | not reported in the loaded dataset |
| Grail, LLC | NONE | $42,705 | not reported in the loaded dataset |
| U.A. Of Journeymen & 295 Ppf | RELATED ORGANIZATION | $32,904 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $24,455 | not reported in the loaded dataset |
| Medexpert International, Inc. | NONE | $12,565 | not reported in the loaded dataset |
| Teladoc Health, Inc. | NONE | $11,141 | not reported in the loaded dataset |
| Rightway Healthcare | NONE | $8,770 | not reported in the loaded dataset |
| Pension Fund Evaluations Inc. | NONE | $5,875 | not reported in the loaded dataset |
| Johnson & Caggia Law Group, Pa | NONE | $5,552 | not reported in the loaded dataset |
| Part D Advisors, Inc. | NONE | $5,500 | not reported in the loaded dataset |
| Southern Actuarial Services | NONE | $5,000 | not reported in the loaded dataset |