2023 Form 5500 filing — Plumbers Local Union No. 16 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 20250108153101NAL0018184048001) for Plumbers Local Union No. 16 Welfare Fund, reported by Board Of Trustees Plumbers Local Union No. 16 Welfare Fund under EIN 47-0403214 and plan number 502. It reports 498 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108153101NAL0018184048001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers Local Union No. 16 Welfare Fund
- EIN
- 47-0403214
- Plan number
- 502
- Location
- Omaha, NE
- Participants
- 498
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,639,096
- Total liabilities (EOY)
- $754,516
- Net assets (EOY)
- $5,884,580
- Employer contributions
- $6,281,780
- Participant contributions
- $447,319
- Total income / additions
- $7,302,221
- Benefits paid
- $6,768,444
- Administrative expenses
- $160,075
- Total expenses
- $6,928,519
- Net increase / (decrease)
- $373,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $149,265 | not reported in the loaded dataset |
| Kutak Rock Llp | NONE | $52,781 | not reported in the loaded dataset |
| Actuarial Consulting Services Inc. | NONE | $38,688 | not reported in the loaded dataset |
| Lutz And Company Pc | NONE | $25,400 | not reported in the loaded dataset |
| First National Bank | NONE | $20,205 | not reported in the loaded dataset |