2023 Form 5500 filing — Plumbers & Steamfitters Local Union 452 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 20250414130008NAL0001709841002) for Plumbers & Steamfitters Local Union 452 Health & Welfare Fund, reported by Board Of Trustees Plumbers 452 Health & Welfare Fund under EIN 23-7069361 and plan number 501. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414130008NAL0001709841002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers 452 Health & Welfare Fund
- EIN
- 23-7069361
- Plan number
- 501
- Location
- Lexington, KY
- Participants
- 414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,813,203
- Total liabilities (EOY)
- $300,675
- Net assets (EOY)
- $4,512,528
- Employer contributions
- $7,283,007
- Participant contributions
- $277,093
- Total income / additions
- $7,859,650
- Benefits paid
- $6,743,436
- Administrative expenses
- $247,110
- Total expenses
- $6,990,546
- Net increase / (decrease)
- $869,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Health Plans Of Kentucky | CLAIMS ADMINISTRATOR | $231,117 | not reported in the loaded dataset |
| Lockton Companies | CONSULTING | $83,618 | $30,103 |
| Umr | CONTRACT ADMINISTRATOR | $36,377 | not reported in the loaded dataset |
| Umr | CONSULTANT | $32,094 | not reported in the loaded dataset |
| Strategic Capital Partners LLC | INVESTMENT CONSULTANT | $22,600 | not reported in the loaded dataset |
| Ledbetter Partners LLC | ATTORNEY | $15,452 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $8,500 | not reported in the loaded dataset |