2023 Form 5500 filing — Plumbers & Pipefitters Locals 502 & 633 Health & W
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 20250515163139NAL0014890355001) for Plumbers & Pipefitters Locals 502 & 633 Health & W, reported by Trustees Of Plumbers & Pipefitters Local 502 & 633 Health & Welfare Tr under EIN 61-0655187 and plan number 501. It reports 2,223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515163139NAL0014890355001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plumbers & Pipefitters Local 502 & 633 Health & Welfare Tr
- EIN
- 61-0655187
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 2,223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,001,513
- Total liabilities (EOY)
- $4,989,951
- Net assets (EOY)
- $65,011,562
- Employer contributions
- $42,053,866
- Participant contributions
- $4,373,365
- Total income / additions
- $52,403,401
- Benefits paid
- $37,378,511
- Administrative expenses
- $918,421
- Total expenses
- $38,296,932
- Net increase / (decrease)
- $14,106,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Health Plans Of Kentucky Inc | NONE | $735,775 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $718,746 | not reported in the loaded dataset |
| Proactive Md | NONE | $680,134 | not reported in the loaded dataset |
| Express Scripts | NONE | $602,765 | not reported in the loaded dataset |
| National Investment Services | NONE | $119,071 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $70,373 | not reported in the loaded dataset |
| The Segal Company | NONE | $63,586 | not reported in the loaded dataset |
| Johnson & Krol LLC | NONE | $46,890 | not reported in the loaded dataset |
| American Graphics Printing Company | NONE | $26,326 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $25,877 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $23,973 | not reported in the loaded dataset |
| Pnc Bank | NONE | $15,752 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $11,387 |
| Stockyards Bank | NONE | $6,360 | not reported in the loaded dataset |
| Iron Mountain | NONE | $6,245 | not reported in the loaded dataset |