2023 Form 5500 filing — Steamfitters And Plumbers Local Union No 464 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 20250115093808NAL0021564513002) for Steamfitters And Plumbers Local Union No 464 Welfare Fund, reported by Board Of Trustees Steamfitters And Plumbers Local Union No 464 Welfare under EIN 47-0587913 and plan number 503. It reports 1,444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115093808NAL0021564513002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Steamfitters And Plumbers Local Union No 464 Welfare
- EIN
- 47-0587913
- Plan number
- 503
- Location
- Omaha, NE
- Participants
- 1,444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,292,826
- Total liabilities (EOY)
- $2,808,736
- Net assets (EOY)
- $37,484,090
- Employer contributions
- $23,214,947
- Participant contributions
- $1,707,358
- Total income / additions
- $28,473,302
- Benefits paid
- $22,459,330
- Administrative expenses
- $1,606,664
- Total expenses
- $24,065,994
- Net increase / (decrease)
- $4,407,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $293,585 | not reported in the loaded dataset |
| Blake & Uhlig, Pa | NONE | $113,914 | not reported in the loaded dataset |
| O'Donnell, Ficenec, Wills & Ferdig | NONE | $69,928 | not reported in the loaded dataset |
| First National Bank Of Omaha | NONE | $51,383 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $46,700 | not reported in the loaded dataset |
| Investment Consulting Group, Inc. | NONE | $12,000 | not reported in the loaded dataset |