2023 Form 5500 filing — Steamfitters Local #449 Medical & Benefit 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 20241015144123NAL0014866243003) for Steamfitters Local #449 Medical & Benefit Fund, reported by Board Of Trustees, Steamfitters Local #449 Medical & Benefit Fund under EIN 25-6032450 and plan number 501. It reports 2,641 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144123NAL0014866243003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Steamfitters Local #449 Medical & Benefit Fund
- EIN
- 25-6032450
- Plan number
- 501
- Location
- Harmony, PA
- Participants
- 2,641
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,815,380
- Total liabilities (EOY)
- $3,090,976
- Net assets (EOY)
- $89,724,404
- Employer contributions
- $37,163,382
- Participant contributions
- $4,656,264
- Total income / additions
- $47,049,653
- Benefits paid
- $37,562,719
- Administrative expenses
- $533,252
- Total expenses
- $38,095,971
- Net increase / (decrease)
- $8,953,682
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark | NONE | $1,190,005 | not reported in the loaded dataset |
| Cds Administrators | NONE | $299,542 | not reported in the loaded dataset |
| Delta Dental | NONE | $78,187 | not reported in the loaded dataset |
| Mobile Medical Corporation | NONE | $66,912 | not reported in the loaded dataset |
| Winslow Asset Management | NONE | $35,440 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $33,668 | not reported in the loaded dataset |
| Henry Rossi & Co., Llp | NONE | $32,190 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott Llp | NONE | $19,687 | not reported in the loaded dataset |
| Boyd Watterson | NONE | $13,873 | not reported in the loaded dataset |
| Foster & Foster | NONE | $9,600 | not reported in the loaded dataset |
| Pnc Institutional Investments | NONE | $5,520 | not reported in the loaded dataset |