2023 Form 5500 filing — U.A. Plumbers & Steamfitters Local 22 Health 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 20241119101317NAL0003642304001) for U.A. Plumbers & Steamfitters Local 22 Health Fund, reported by U.A. Plumbers And Steamfitters Local 22 Health Fund under EIN 16-1561710 and plan number 501. It reports 1,369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241119101317NAL0003642304001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- U.A. Plumbers And Steamfitters Local 22 Health Fund
- EIN
- 16-1561710
- Plan number
- 501
- Location
- West Seneca, NY
- Participants
- 1,369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,653,786
- Total liabilities (EOY)
- $1,993,033
- Net assets (EOY)
- $23,660,753
- Employer contributions
- $16,069,669
- Participant contributions
- $868,413
- Total income / additions
- $19,825,195
- Benefits paid
- $14,935,796
- Administrative expenses
- $1,280,148
- Total expenses
- $16,215,944
- Net increase / (decrease)
- $3,609,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Debra Korpolinski | EMPLOYEE | $161,489 | not reported in the loaded dataset |
| Blitman And King, Llp | NONE | $57,967 | not reported in the loaded dataset |
| Alexandra Booth | EMPLOYEE | $55,255 | not reported in the loaded dataset |
| Andrea Sharp | EMPLOYEE | $46,225 | not reported in the loaded dataset |
| Barbara Zellner | EMPLOYEE | $44,218 | not reported in the loaded dataset |
| Tronconi Segarra & Associates Llp | NONE | $22,639 | not reported in the loaded dataset |
| Arcara Zucarelli Lenda & Associates | NONE | $18,630 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $12,072 | $0 |
| Usi Consulting Group | NONE | $8,000 | not reported in the loaded dataset |
| Pca Technology Group Inc. | NONE | $7,218 | not reported in the loaded dataset |
| Jbm Computer Consultants | NONE | $5,567 | not reported in the loaded dataset |
| Wilmington Trust | NONE | $4,786 | $0 |