2023 Form 5500 filing — Plumbers And Pipefitters Local 430 H&W 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 20241014184113NAL0015429171003) for Plumbers And Pipefitters Local 430 H&W Fund, reported by Trustees, Plumbers And Pipefitters Local 430 H&W under EIN 73-0776131 and plan number 501. It reports 509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014184113NAL0015429171003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees, Plumbers And Pipefitters Local 430 H&W
- EIN
- 73-0776131
- Plan number
- 501
- Location
- Tulsa, OK
- Participants
- 509
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,271,718
- Total liabilities (EOY)
- $992,325
- Net assets (EOY)
- $9,279,393
- Employer contributions
- $8,009,493
- Participant contributions
- $39,283
- Total income / additions
- $8,850,222
- Benefits paid
- $6,199,509
- Administrative expenses
- $846,468
- Total expenses
- $7,045,977
- Net increase / (decrease)
- $1,804,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Il | NONE | $246,222 | $0 |
| Southwest Service Administrators | NONE | $145,766 | not reported in the loaded dataset |
| Ryan Benefits, Inc. | NONE | $60,000 | not reported in the loaded dataset |
| American Health Holding, Inc | NONE | $56,309 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard & Ca | NONE | $44,102 | not reported in the loaded dataset |
| Plumbers And Pipefitters Local 430 | RELATED PARTY | $43,864 | not reported in the loaded dataset |
| Sav-Rx Prescription Services | NONE | $37,169 | not reported in the loaded dataset |
| Bryan, Little, Haley, & Kent Pc | NONE | $30,055 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $7,645 | $0 |
| Dental Network Of America | NONE | $7,522 | not reported in the loaded dataset |
| Reilly Echols Printing, Inc. | NONE | $6,383 | not reported in the loaded dataset |