2023 Form 5500 filing — United Association Local Union No. 322 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 20250213095750NAL0039110208002) for United Association Local Union No. 322 Health & Welfare Fund, reported by Plumbers And Steamfitters Local 322 Health And Welfare Fund under EIN 21-0699966 and plan number 501. It reports 1,264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213095750NAL0039110208002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Steamfitters Local 322 Health And Welfare Fund
- EIN
- 21-0699966
- Plan number
- 501
- Location
- Hammonton, NJ
- Participants
- 1,264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,188,776
- Total liabilities (EOY)
- $2,787,269
- Net assets (EOY)
- $29,401,507
- Employer contributions
- $30,370,539
- Participant contributions
- $303,023
- Total income / additions
- $31,801,710
- Benefits paid
- $26,374,319
- Administrative expenses
- $1,323,879
- Total expenses
- $27,698,198
- Net increase / (decrease)
- $4,103,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Healthcare Services, Inc. | NONE | $536,785 | $0 |
| Labor First LLC | NONE | $317,583 | not reported in the loaded dataset |
| Jackie Swanson | EMPLOYEE | $89,840 | not reported in the loaded dataset |
| Sherry Raso | EMPLOYEE | $86,925 | not reported in the loaded dataset |
| Conner Strong & Buckelew Companies | NONE | $79,000 | not reported in the loaded dataset |
| John Shaloo | EMPLOYEE | $73,715 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $69,340 | not reported in the loaded dataset |
| Smith Graham & Co. Investment Advis | NONE | $58,948 | $0 |
| Novak Francella LLC | NONE | $57,738 | not reported in the loaded dataset |
| Patti Dubosque | EMPLOYEE | $53,033 | not reported in the loaded dataset |
| A&A Services LLC Dba Sav-Rx | NONE | $50,559 | not reported in the loaded dataset |
| Pnc Bank | NONE | $37,738 | $0 |
| The Mckeogh Company | NONE | $36,167 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $33,051 | not reported in the loaded dataset |
| Lindabury Mccormick Estabrook & Coo | NONE | $16,000 | not reported in the loaded dataset |
| Paychex | NONE | $12,446 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue, Llp | NONE | $10,850 | not reported in the loaded dataset |
| Holroyd Gelman, P.C. | NONE | $9,923 | not reported in the loaded dataset |