2023 Form 5500 filing — Plumbers & Pipefitters L.U. 286 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 20250314100823NAL0013646803001) for Plumbers & Pipefitters L.U. 286 Health & Welfare Fund, reported by Board Of Trustees - Plumbers & Pipefitters Lu 286 Health & Welfare Fun under EIN 74-6188725 and plan number 501. It reports 1,291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314100823NAL0013646803001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Plumbers & Pipefitters Lu 286 Health & Welfare Fun
- EIN
- 74-6188725
- Plan number
- 501
- Location
- Albuquerque, NM
- Participants
- 1,291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,753,641
- Total liabilities (EOY)
- $1,671,326
- Net assets (EOY)
- $27,082,315
- Employer contributions
- $26,856,098
- Participant contributions
- $412,387
- Total income / additions
- $28,469,627
- Benefits paid
- $17,600,389
- Administrative expenses
- $458,195
- Total expenses
- $18,058,584
- Net increase / (decrease)
- $10,411,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Express Scripts, Inc. | NONE | $2,534,573 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Illinois | NONE | $893,179 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE | $197,601 | not reported in the loaded dataset |
| Ryan Benefits, Inc. | NONE | $60,700 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $55,753 | not reported in the loaded dataset |
| Conners & Winters Llp | NONE | $52,213 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | NONE | $45,169 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $8,000 | not reported in the loaded dataset |