Plan5500

2023 Form 5500 filing — Plumbers & Pipefitters Local Union No. 630 Welfare 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 20241015113622NAL0016240019001) for Plumbers & Pipefitters Local Union No. 630 Welfare Trust Fund, reported by Trustees Of The Plumbers & Pipefitters Local Union No. 630 Welfare Tru under EIN 59-6134296 and plan number 501. It reports 744 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015113622NAL0016240019001
Filing year
2023
Form type
1
Plan sponsor
Trustees Of The Plumbers & Pipefitters Local Union No. 630 Welfare Tru
EIN
59-6134296
Plan number
501
Location
Pembroke Pines, FL
Participants
744
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$21,397,787
Total liabilities (EOY)
$6,943,775
Net assets (EOY)
$14,454,012
Employer contributions
$12,959,079
Participant contributions
$787,004
Total income / additions
$14,508,560
Benefits paid
$9,888,523
Administrative expenses
$683,110
Total expenses
$10,571,633
Net increase / (decrease)
$3,936,927
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
National Employee Benefits AdminNONE$226,756not reported in the loaded dataset
Horizon Actuarial Services LLCNONE$166,526not reported in the loaded dataset
Sugarman & Susskind PaNONE$59,358not reported in the loaded dataset
Lapadula Carlson & Co.NONE$32,817not reported in the loaded dataset
Morgan Stanley Smith BarneyNONE$7,632not reported in the loaded dataset

Related Form 5500 pages