2023 Form 5500 filing — United Association Of Plumbers Local No. 8 Health And Welfare Plan
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 20250317161506NAL0001040451001) for United Association Of Plumbers Local No. 8 Health And Welfare Plan, reported by United Association Of Plumbers Local 8 Health & Welfare Fund under EIN 44-0582944 and plan number 501. It reports 952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317161506NAL0001040451001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Association Of Plumbers Local 8 Health & Welfare Fund
- EIN
- 44-0582944
- Plan number
- 501
- Location
- Kansas City, MO
- Participants
- 952
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,941,419
- Total liabilities (EOY)
- $1,753,111
- Net assets (EOY)
- $18,188,308
- Employer contributions
- $11,753,071
- Total income / additions
- $13,657,453
- Benefits paid
- $11,126,382
- Administrative expenses
- $901,122
- Total expenses
- $12,027,504
- Net increase / (decrease)
- $1,629,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bcbs | CONTRACT ADMINISTRATOR | $572,336 | not reported in the loaded dataset |
| Spencer Fane Britt And Browne | ATTORNEY | $105,490 | not reported in the loaded dataset |
| Novak Birks, P.C. | ACCOUNTANT | $70,000 | not reported in the loaded dataset |
| Issi | IT CONSULTANT | $68,023 | not reported in the loaded dataset |
| Melanie Clark | EMPLOYEE | $64,695 | not reported in the loaded dataset |
| Stacy Kuhl | EMPLOYEE | $56,084 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $52,570 | not reported in the loaded dataset |
| Danielle Wiley | EMPLOYEE | $46,316 | not reported in the loaded dataset |
| Kmr | IT CONSULTANT | $37,300 | not reported in the loaded dataset |
| National Investment Services | INVESTMENT MANAGER | $35,948 | not reported in the loaded dataset |
| Jennifer Willis | EMPLOYEE | $33,500 | not reported in the loaded dataset |
| Strategic Capital Investment Adv | INVESTMENT ADVISOR | $22,125 | not reported in the loaded dataset |
| Stroke Detection Plus | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Preferred Health Professionals | not reported in the loaded dataset | $0 | not reported in the loaded dataset |