2023 Form 5500 filing — Tuscaloosa Plumbers & Steamfitters Local 372 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 20250303085146NAL0003254403002) for Tuscaloosa Plumbers & Steamfitters Local 372 Welfare Fund, reported by Tuscaloosa Plumbers & Steamfitters Local 372 Welfare Fund under EIN 63-0267566 and plan number 501. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303085146NAL0003254403002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Tuscaloosa Plumbers & Steamfitters Local 372 Welfare Fund
- EIN
- 63-0267566
- Plan number
- 501
- Location
- Mobile, AL
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,308,373
- Total liabilities (EOY)
- $16,168
- Net assets (EOY)
- $12,292,205
- Employer contributions
- $3,049,414
- Participant contributions
- $141,733
- Total income / additions
- $3,856,533
- Benefits paid
- $2,270,210
- Administrative expenses
- $138,006
- Total expenses
- $2,408,216
- Net increase / (decrease)
- $1,448,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gulf States Consultants & Administr | NONE | $86,400 | not reported in the loaded dataset |
| Way, Ray, Shelton & Co. Pc | NONE | $15,000 | not reported in the loaded dataset |
| Blue Cross & Blue Shield Of Alabama | NONE | $14,813 | not reported in the loaded dataset |
| Reynolds Consulting | NONE | $7,500 | not reported in the loaded dataset |