2023 Form 5500 filing — Plumbers & Pipefitters Health & Welfare Insurance
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 20241014152818NAL0026567521002) for Plumbers & Pipefitters Health & Welfare Insurance, reported by Board Of Trustees Plumbers And Pipefitters Local 553 Health & Welfare under EIN 37-0695761 and plan number 501. It reports 389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152818NAL0026567521002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers And Pipefitters Local 553 Health & Welfare
- EIN
- 37-0695761
- Plan number
- 501
- Location
- East Alton, IL
- Participants
- 389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,046,408
- Total liabilities (EOY)
- $827,515
- Net assets (EOY)
- $6,218,893
- Employer contributions
- $2,841,891
- Participant contributions
- $291,133
- Total income / additions
- $3,867,052
- Benefits paid
- $5,356,527
- Administrative expenses
- $333,929
- Total expenses
- $5,690,456
- Net increase / (decrease)
- -$1,823,404
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bradley Best | EMPLOYEE | $109,533 | not reported in the loaded dataset |
| Group Administrators, Ltd. | NONE | $94,616 | $0 |
| Meryl Keenan | EMPLOYEE | $48,152 | not reported in the loaded dataset |
| Morice List & Assoc. LLC | NONE | $25,000 | not reported in the loaded dataset |
| Anders Minkler Huber & Helm Llp | NONE | $24,270 | not reported in the loaded dataset |
| Marsh & Mclennan Agency | NONE | $17,750 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $14,164 | not reported in the loaded dataset |
| Ekon Benefits | NONE | $6,030 | not reported in the loaded dataset |
| Hammond & Shinners, Pc | NONE | $5,121 | not reported in the loaded dataset |