2023 Form 5500 filing — Plumbers 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 20241013174506NAL0042629616002) for Plumbers Welfare Fund, reported by Board Of Trustees Plumbers Welfare Fund under EIN 25-6034931 and plan number 501. It reports 915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013174506NAL0042629616002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers Welfare Fund
- EIN
- 25-6034931
- Plan number
- 501
- Location
- Harmony, PA
- Participants
- 915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,086,487
- Total liabilities (EOY)
- $383,354
- Net assets (EOY)
- $28,703,133
- Employer contributions
- $12,328,601
- Participant contributions
- $1,220,045
- Total income / additions
- $15,144,082
- Benefits paid
- $12,635,482
- Administrative expenses
- $515,321
- Total expenses
- $13,150,803
- Net increase / (decrease)
- $1,993,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cds Administrators | NONE | $107,258 | not reported in the loaded dataset |
| Cowden Associates | NONE | $67,500 | not reported in the loaded dataset |
| Pnc Bank | NONE | $59,842 | not reported in the loaded dataset |
| Wex Health | NONE | $25,890 | not reported in the loaded dataset |
| Armsrx | NONE | $18,000 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $10,625 | not reported in the loaded dataset |
| Cypher & Cypher | NONE | $9,629 | not reported in the loaded dataset |
| Jubelirer Pass & Intrieri P.C. | NONE | $8,129 | not reported in the loaded dataset |