2023 Form 5500 filing — Steamfitters Local 439 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 20241014115414NAL0014875123001) for Steamfitters Local 439 Health & Welfare Fund, reported by Board Of Trustees Of The Steamfitters Local 439 Health & Welfare Fund under EIN 37-1196886 and plan number 501. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115414NAL0014875123001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Steamfitters Local 439 Health & Welfare Fund
- EIN
- 37-1196886
- Plan number
- 501
- Location
- Caseyville, IL
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,534,472
- Total liabilities (EOY)
- $346,982
- Net assets (EOY)
- $8,187,490
- Employer contributions
- $3,029,413
- Participant contributions
- $246,689
- Total income / additions
- $4,017,115
- Benefits paid
- $3,301,419
- Administrative expenses
- $275,009
- Total expenses
- $3,576,428
- Net increase / (decrease)
- $440,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Citizens Rx LLC | NONE | $568,988 | not reported in the loaded dataset |
| Meritain Health | NONE | $228,698 | not reported in the loaded dataset |
| Steamfitters Local 439 | UNION | $34,991 | not reported in the loaded dataset |
| Ekon Benefits | NONE | $34,000 | not reported in the loaded dataset |
| Marsh & Mclennan Agency | NONE | $32,802 | not reported in the loaded dataset |
| Anders Minkler Huber & Helm Llp | NONE | $23,772 | not reported in the loaded dataset |
| H&H Health Associates | NONE | $21,216 | not reported in the loaded dataset |
| Us Bank | NONE | $21,124 | $0 |
| Hammond And Shinners, P.C. | NONE | $20,044 | not reported in the loaded dataset |
| Buffi Gass | NONE | $6,000 | not reported in the loaded dataset |