2023 Form 5500 filing — Plumbers And Steamfitters Local #486 Medical 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 20241202103237NAL0000767299001) for Plumbers And Steamfitters Local #486 Medical Fund, reported by Plumbers And Steamfitters Local 486 Medical Fund Board Of Trustees under EIN 52-1059733 and plan number 501. It reports 1,949 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241202103237NAL0000767299001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Steamfitters Local 486 Medical Fund Board Of Trustees
- EIN
- 52-1059733
- Plan number
- 501
- Location
- Columbia, MD
- Participants
- 1,949
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,195,323
- Total liabilities (EOY)
- $4,127,893
- Net assets (EOY)
- $36,067,430
- Employer contributions
- $24,296,691
- Participant contributions
- $1,494,576
- Total income / additions
- $27,044,677
- Benefits paid
- $23,621,473
- Administrative expenses
- $1,603,023
- Total expenses
- $25,224,496
- Net increase / (decrease)
- $1,820,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Administration Corporation | NONE | $426,226 | not reported in the loaded dataset |
| Zelis | NONE | $323,387 | not reported in the loaded dataset |
| Conifer Value-Based Care, LLC | NONE | $260,819 | not reported in the loaded dataset |
| Ncas | NONE | $98,029 | not reported in the loaded dataset |
| Carefirst Bc/Bs Of Maryland | NONE | $97,205 | not reported in the loaded dataset |
| Abato, Rubenstein, & Abato | NONE | $81,076 | not reported in the loaded dataset |
| Bolton Partners | NONE | $70,600 | $0 |
| Chartwell Investment Partners | NONE | $57,339 | not reported in the loaded dataset |
| Optumrx | NONE | $48,596 | $0 |
| Investment Performance Services | NONE | $43,714 | not reported in the loaded dataset |
| Call A Doctor Plus | NONE | $41,876 | not reported in the loaded dataset |
| Cigna Health & Life Insurance Compa | NONE | $35,322 | $0 |
| Pnc Bank | NONE | $26,390 | $0 |
| Calibre Cpa Group | NONE | $20,300 | not reported in the loaded dataset |
| Kenneth Kahl | UNION TRUSTEE | $14,574 | not reported in the loaded dataset |
| Eric Eckstein | UNION TRUSTEE | $13,034 | not reported in the loaded dataset |
| Anthony George | UNION TRUSTEE | $7,139 | not reported in the loaded dataset |
| Kari Cordell | UNION TRUSTEE | $7,139 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $5,361 |