2023 Form 5500 filing — Plumbers & Pipefitters L.U. No. 572 Health & 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 20250115112809NAL0043315090001) for Plumbers & Pipefitters L.U. No. 572 Health & Welfare Fund, reported by Trustees Of Plumbers & Pipefitters L.U. No. 572 Health & Welfare Fund under EIN 62-0786559 and plan number 501. It reports 1,209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115112809NAL0043315090001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plumbers & Pipefitters L.U. No. 572 Health & Welfare Fund
- EIN
- 62-0786559
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 1,209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,993,641
- Total liabilities (EOY)
- $7,258,425
- Net assets (EOY)
- $21,735,216
- Employer contributions
- $16,520,346
- Participant contributions
- $1,158,770
- Total income / additions
- $19,803,902
- Benefits paid
- $13,418,941
- Administrative expenses
- $441,161
- Total expenses
- $13,860,102
- Net increase / (decrease)
- $5,943,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Tennessee | NONE | $555,986 | $94,437 |
| Southern Benefits Administrators In | NONE | $326,000 | not reported in the loaded dataset |
| Lapadula Carlson & Co. | NONE | $21,500 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $20,625 | not reported in the loaded dataset |
| Goodwin, Morris, Lurenzi & Bloomfie | NONE | $12,230 | not reported in the loaded dataset |
| Osborn, Carreiro & Associates Inc. | NONE | $6,000 | not reported in the loaded dataset |