2023 Form 5500 filing — Alaska Pipe Trades Association - U.A. Local No. 375 Health And Security Trust 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 20241014150013NAL0013492579007) for Alaska Pipe Trades Association - U.A. Local No. 375 Health And Security Trust Fund, reported by Trustees, Alaska Pipe Trades Assoc U.A. Local No. 375 Health & Sec Tr under EIN 92-0023819 and plan number 532. It reports 343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014150013NAL0013492579007
Filing year
2023
Form type
1
Plan sponsor
Trustees, Alaska Pipe Trades Assoc U.A. Local No. 375 Health & Sec Tr
EIN
92-0023819
Plan number
532
Location
Seattle, WA
Participants
343
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,914,009
Total liabilities (EOY)
$3,190,058
Net assets (EOY)
$14,723,951
Employer contributions
$6,928,639
Participant contributions
$769,300
Total income / additions
$9,247,568
Benefits paid
$7,367,135
Administrative expenses
$813,979
Total expenses
$8,181,114
Net increase / (decrease)
$1,066,454
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Welfare & Pension Admin. ServicesTHIRD PARTY ADMIN$383,995not reported in the loaded dataset
Aetna Life Insurance CompanyCLAIMS PROCESSING$81,514not reported in the loaded dataset
Pacific Portfolio Consulting, LLCINVESTMENT MANAGEMENT$66,616not reported in the loaded dataset
Plumbers Local Union 375PARTY TO LABOR AGREEMENT$46,600not reported in the loaded dataset
Propel InsurancePLAN CONSULTANT$38,890not reported in the loaded dataset
Barlow Coughrn Morales & JosephsonLEGAL COUNSEL$24,111not reported in the loaded dataset
Bjorklund And MontplaisirAUDITOR$17,350not reported in the loaded dataset
HccmaCLAIMS MANAGEMENT$14,370not reported in the loaded dataset
Withum Smith Brown PcPAYROLL AUDITOR$12,226not reported in the loaded dataset
Qualis HealthUTILIZATION REVIEW$12,053not reported in the loaded dataset
Healthcare ActuariesACTUARY$7,500not reported in the loaded dataset
Us Bank Nat'L Assoc.INVESTMENT CUSTODIAN$6,194$0
Bridge Health Medical, Inc.BENEFIT COORDINATOR$5,303not reported in the loaded dataset
Wisconsinrx CooperativeRX COOP$0$0

Related Form 5500 pages