2023 Form 5500 filing — Plumbers Local Union No. 68 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 20250411195613NAL0026828913002) for Plumbers Local Union No. 68 Welfare Fund, reported by Plumbers Local Union No. 68 Welfare Fund under EIN 90-1259351 and plan number 501. It reports 1,469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411195613NAL0026828913002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Local Union No. 68 Welfare Fund
- EIN
- 90-1259351
- Plan number
- 501
- Location
- Houston, TX
- Participants
- 1,469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,045,139
- Total liabilities (EOY)
- $16,136,911
- Net assets (EOY)
- -$3,091,772
- Employer contributions
- $16,316,461
- Participant contributions
- $2,610,630
- Total income / additions
- $21,380,471
- Benefits paid
- $20,577,975
- Administrative expenses
- $977,334
- Total expenses
- $21,555,309
- Net increase / (decrease)
- -$174,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plu 68 Pension Fund | not reported in the loaded dataset | $708,176 | not reported in the loaded dataset |
| United Health Care | not reported in the loaded dataset | $680,998 | not reported in the loaded dataset |
| Harper & Pearson Company Pc | not reported in the loaded dataset | $67,200 | $0 |
| Segal | not reported in the loaded dataset | $57,750 | not reported in the loaded dataset |
| Healthlinx LLC | not reported in the loaded dataset | $55,500 | not reported in the loaded dataset |
| Morgan Stanley | not reported in the loaded dataset | $47,406 | not reported in the loaded dataset |
| Optumrx | not reported in the loaded dataset | $22,038 | not reported in the loaded dataset |