2023 Form 5500 filing — Steamfitters Welfare Fund Local Union No 475
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 20241014134142NAL0026297089002) for Steamfitters Welfare Fund Local Union No 475, reported by Board Of Trustees Steamfitters Welfare Fund Local 475 under EIN 22-1516999 and plan number 501. It reports 819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134142NAL0026297089002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Steamfitters Welfare Fund Local 475
- EIN
- 22-1516999
- Plan number
- 501
- Location
- Warren, NJ
- Participants
- 819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,531,176
- Total liabilities (EOY)
- $1,030,749
- Net assets (EOY)
- $48,500,427
- Employer contributions
- $17,338,830
- Participant contributions
- $926,525
- Total income / additions
- $20,218,684
- Benefits paid
- $14,439,915
- Administrative expenses
- $477,455
- Total expenses
- $14,917,370
- Net increase / (decrease)
- $5,301,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Blue Cross Blue Shield | MEDICAL CLAIMS PROCESSING | $439,240 | not reported in the loaded dataset |
| Labor First | MEDICAL COVERAGE | $249,106 | not reported in the loaded dataset |
| Kim E. Devizio | EMPLOYEE | $127,351 | not reported in the loaded dataset |
| Marta K Tirtadjaja | EMPLOYEE | $85,254 | not reported in the loaded dataset |
| Lorrie Ramsey | EMPLOYEE | $73,957 | not reported in the loaded dataset |
| Mspc Cpas & Advisors, P.C. | IQPA | $51,722 | not reported in the loaded dataset |
| Bolton Partners | CONSULTANTS | $32,000 | not reported in the loaded dataset |
| Mr. Microchip Software Center | IT CONSULTANTS | $31,001 | not reported in the loaded dataset |
| Lindabury Mccormick Estabrook | ATTORNEY | $26,002 | not reported in the loaded dataset |
| Prudential Retirement Ins & Ann Co. | INVESTMENT MANAGEMENT | $21,444 | not reported in the loaded dataset |
| J2 Global Inc. D/B/A Keepitsafe | NONE | $14,081 | not reported in the loaded dataset |
| Optum Rx | PRESCRIPTION PROVIDER | $13,591 | $0 |
| Highland Capital Management | INVESTMENT MANAGEMENT | $9,081 | not reported in the loaded dataset |
| Larry Magarik, Esq | ATTORNEY | $7,680 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset |