2023 Form 5500 filing — Plumbers And Pipefitters Local No. 421 Health And Welfare 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 20241015124115NAL0016412067001) for Plumbers And Pipefitters Local No. 421 Health And Welfare Fund, reported by Trustees Of Plumbers & Pipefitters Local No. 421 Health And Welfare Fu under EIN 56-6085074 and plan number 501. It reports 825 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124115NAL0016412067001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plumbers & Pipefitters Local No. 421 Health And Welfare Fu
- EIN
- 56-6085074
- Plan number
- 501
- Location
- Pembroke Pines, FL
- Participants
- 825
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,514,110
- Total liabilities (EOY)
- $5,353,630
- Net assets (EOY)
- $12,160,480
- Employer contributions
- $12,811,644
- Participant contributions
- $157,198
- Total income / additions
- $13,867,360
- Benefits paid
- $13,402,856
- Administrative expenses
- $699,998
- Total expenses
- $14,102,854
- Net increase / (decrease)
- -$235,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Benefit Admin | NONE | $283,835 | not reported in the loaded dataset |
| Lapadula Carlson + Co. | NONE | $67,064 | not reported in the loaded dataset |
| Arnall Golden Gregory Llp | NONE | $49,140 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $21,961 | not reported in the loaded dataset |
| Gamco Investments Inc. | NONE | $15,592 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $8,959 | not reported in the loaded dataset |