2023 Form 5500 filing — United Association Of Journeyman & Apprentices Of Plumbing And Steamfitting
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 20250114131506NAL0031757632001) for United Association Of Journeyman & Apprentices Of Plumbing And Steamfitting, reported by Plumbers & Steamfitters Local Union No. 396 Health & Welfare under EIN 34-6545105 and plan number 501. It reports 595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114131506NAL0031757632001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local Union No. 396 Health & Welfare
- EIN
- 34-6545105
- Plan number
- 501
- Location
- Canfield, OH
- Participants
- 595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,028,863
- Total liabilities (EOY)
- $3,763,551
- Net assets (EOY)
- $13,265,312
- Employer contributions
- $6,672,301
- Participant contributions
- $594,571
- Total income / additions
- $9,062,522
- Benefits paid
- $7,437,472
- Administrative expenses
- $552,271
- Total expenses
- $7,989,743
- Net increase / (decrease)
- $1,072,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Berkshire Hathaway Spec. Insurance | CLAIMS PROCESSOR | $428,153 | not reported in the loaded dataset |
| Humana Insurance Company | CLAIMS PROCESSOR | $276,517 | not reported in the loaded dataset |
| Medical Mutual Of Ohio | CLAIMS PROCESSOR | $216,779 | not reported in the loaded dataset |
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $133,688 | not reported in the loaded dataset |
| Pnc Bank, National Association | INVESTMENT CUSTODIAN | $73,630 | $0 |
| The Segal Company | BENEFIT CONSULTANT | $54,491 | not reported in the loaded dataset |
| Plumbers Local 396 Combined Funds | COLLECTION FUND | $24,777 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips | ATTORNEY | $18,787 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S, Inc | AUDITOR | $8,900 | not reported in the loaded dataset |
| Parsons Risk Strategies, LLC | ACTUARY | $5,500 | not reported in the loaded dataset |