2023 Form 5500 filing — U.A. Local Union 85 Health & 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 20241014113010NAL0013204627007) for U.A. Local Union 85 Health & Welfare Fund, reported by Joint Board Of Trustees Plumbers & Pipefitters 85 Health & Welfare under EIN 38-1525304 and plan number 501. It reports 1,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113010NAL0013204627007
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Plumbers & Pipefitters 85 Health & Welfare
- EIN
- 38-1525304
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 1,019
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,809,905
- Total liabilities (EOY)
- $7,337,460
- Net assets (EOY)
- $23,472,445
- Employer contributions
- $11,057,077
- Participant contributions
- $1,598,563
- Total income / additions
- $15,145,725
- Benefits paid
- $12,958,530
- Administrative expenses
- $503,719
- Total expenses
- $13,462,249
- Net increase / (decrease)
- $1,683,476
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $1,016,812 | $0 |
| Union Labor Life Insurance Company | NONE | $414,493 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $282,421 | not reported in the loaded dataset |
| Metropolitan Life Insurance Co. | NONE | $198,349 | not reported in the loaded dataset |
| Novara, Tesija & Catenacci, Pllc | NONE | $109,845 | not reported in the loaded dataset |
| Plumbers & Pipefitters Ua Local 85 | CONTRIBUTING EMPLOYER | $57,281 | not reported in the loaded dataset |
| Bultynck & Co., Pllc | NONE | $20,009 | not reported in the loaded dataset |
| Reimold Printing | NONE | $16,306 | not reported in the loaded dataset |
| Stefansky, Holloway, & Nichols | NONE | $14,442 | not reported in the loaded dataset |
| Macqueen And Associates | NONE | $13,999 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $13,642 | not reported in the loaded dataset |
| Tfbc, LLC | NONE | $12,000 | not reported in the loaded dataset |
| Medtipster | NONE | $10,937 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $9,000 | not reported in the loaded dataset |