2023 Form 5500 filing — Plumbers & Steamfitters Local 42 Health & Welfare Trust 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 20250110130009NAL0007979619002) for Plumbers & Steamfitters Local 42 Health & Welfare Trust Fund, reported by Plumbers & Steamfitters Local 42 Health & Welfare Plan under EIN 23-7404076 and plan number 501. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250110130009NAL0007979619002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 42 Health & Welfare Plan
- EIN
- 23-7404076
- Plan number
- 501
- Location
- Norwalk, OH
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,678,603
- Total liabilities (EOY)
- $220,769
- Net assets (EOY)
- $10,457,834
- Employer contributions
- $5,125,170
- Participant contributions
- $501,336
- Total income / additions
- $6,047,503
- Benefits paid
- $3,029,070
- Administrative expenses
- $492,525
- Total expenses
- $3,521,595
- Net increase / (decrease)
- $2,525,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Benefit Corporation | THIRD PARTY ADMINISTRATOR | $196,018 | not reported in the loaded dataset |
| Denise Mann | EMPLOYEE | $58,536 | not reported in the loaded dataset |
| Segal Consulting | CONSULTANT, ACTUARY | $57,417 | not reported in the loaded dataset |
| Allotta, Farley & Co., Lpa | ATTORNEY | $40,001 | not reported in the loaded dataset |
| Pnc Bank | INVESTMENT MANAGER | $35,163 | $0 |
| Payne Nickles & Co. | AUDITOR | $30,950 | not reported in the loaded dataset |
| Costco Health Solutions, Inc. | ADMINISTRATIVE SERVICES | $20,212 | not reported in the loaded dataset |