2023 Form 5500 filing — Plumbers & Steamfitters Local 60 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 20250415103011NAL0001430403005) for Plumbers & Steamfitters Local 60 Health & Welfare Fund, reported by Plumbers & Steamfitters Local 60 Health And Welfare Fund under EIN 72-0450650 and plan number 501. It reports 1,832 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$16.2MReported net assets$16,195,783
Participants1.8K1,832
Provider compensation$1M15 Schedule C row(s)$1,043,086
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415103011NAL0001430403005
- Plan sponsor
- Plumbers & Steamfitters Local 60 Health And Welfare Fund
- EIN
- 72-0450650
- Plan number
- 501
- Location
- Metairie, LA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.2M total assets
Net assets$16.2MLiabilities$1M
Full reported line items
- Total assets (EOY)
- $17,214,505
- Total liabilities (EOY)
- $1,018,722
- Net assets (EOY)
- $16,195,783
- Employer contributions
- $10,033,505
- Participant contributions
- $214,528
- Total income / additions
- $11,394,442
- Benefits paid
- $6,206,607
- Administrative expenses
- $925,219
- Total expenses
- $7,131,826
- Net increase / (decrease)
- $4,262,616
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $367,908 | $0 |
| Bridgeway Benefit Technologies | SERVICES REL BENEFIT PLAN | $100,880 | not reported in the loaded dataset |
| Michael Eilers | NONE | $89,290 | not reported in the loaded dataset |
| Joshua Matherne | SERVICES REL BENEFIT PLAN | $88,840 | not reported in the loaded dataset |
| Weaver & Tidwell, Llp | SERVICES REL BENEFIT PLAN | $53,000 | not reported in the loaded dataset |
| Ffc Invest. Adv. Of Raymond James | NONE | $51,674 | not reported in the loaded dataset |
| Debra Blackwell | SERVICES REL BENEFIT PLAN | $50,344 | not reported in the loaded dataset |
| Michelle Fregia | SERVICES REL BENEFIT PLAN | $50,344 | not reported in the loaded dataset |
| Lisa Becnel | NONE | $44,840 | not reported in the loaded dataset |
| Medco Health Solutions, Inc. | NONE | $34,745 | not reported in the loaded dataset |
| Pedelahore & Co. Llp | SERV REL BEN PLAN & UNION | $33,450 | not reported in the loaded dataset |
| Osborn Carreiro & Associates Inc. | SERVICES REL BENEFIT PLAN | $23,000 | not reported in the loaded dataset |
| Valenz Care | NONE | $18,960 | not reported in the loaded dataset |
| Asmed Health LLC | NONE | $18,160 | not reported in the loaded dataset |
| Robein, Urann, Spencer Et Al | SERVICES REL PLAN & UNION | $17,651 | not reported in the loaded dataset |