2023 Form 5500 filing — Plumbers & Pipefitters Local 162 Health & Insurance 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 20250403110913NAL0015626528001) for Plumbers & Pipefitters Local 162 Health & Insurance Fund, reported by Plumbers & Pipefitters Local 162 Health & Insurance Fund under EIN 31-6171908 and plan number 501. It reports 544 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403110913NAL0015626528001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Pipefitters Local 162 Health & Insurance Fund
- EIN
- 31-6171908
- Plan number
- 501
- Location
- Dayton, OH
- Participants
- 544
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,194,117
- Total liabilities (EOY)
- $739,000
- Net assets (EOY)
- $12,455,117
- Employer contributions
- $11,864,819
- Participant contributions
- $256,224
- Total income / additions
- $12,957,560
- Benefits paid
- $8,340,494
- Administrative expenses
- $587,779
- Total expenses
- $8,928,273
- Net increase / (decrease)
- $4,029,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Community Insurance Company | NONE | $147,163 | $609,260 |
| Umr | NONE | $83,418 | not reported in the loaded dataset |
| United Actuarial Services Inc | NONE | $68,375 | not reported in the loaded dataset |
| Ledbetter & Parisi LLC | NONE | $38,597 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $19,781 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $16,034 | not reported in the loaded dataset |
| Blue & Co., LLC | NONE | $12,770 | not reported in the loaded dataset |