2023 Form 5500 filing — Plumbers Local No 98 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 20250604130011NAL0011257457001) for Plumbers Local No 98 Insurance Fund, reported by Jt Board Of Trustees Of Plumbers Local 98 Insurance Fund under EIN 38-6447251 and plan number 501. It reports 1,315 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)$25.9MReported net assets$25,881,575
Participants1.3K1,315
Provider compensation$1.3M17 Schedule C row(s)$1,312,216
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250604130011NAL0011257457001
- Plan sponsor
- Jt Board Of Trustees Of Plumbers Local 98 Insurance Fund
- EIN
- 38-6447251
- Plan number
- 501
- Location
- Troy, MI
- 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)$26M total assets
Net assets$25.9MLiabilities$92.9K
Full reported line items
- Total assets (EOY)
- $25,974,467
- Total liabilities (EOY)
- $92,892
- Net assets (EOY)
- $25,881,575
- Employer contributions
- $14,596,320
- Participant contributions
- $1,913,256
- Total income / additions
- $19,042,453
- Benefits paid
- $14,774,520
- Administrative expenses
- $1,399,673
- Total expenses
- $16,174,193
- Net increase / (decrease)
- $2,868,260
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $450,233 | not reported in the loaded dataset |
| Zelis | NONE | $293,364 | not reported in the loaded dataset |
| Hines & Associates, Inc. | NONE | $132,010 | not reported in the loaded dataset |
| Asherkelly | NONE | $77,671 | not reported in the loaded dataset |
| American Graphics Printing Co. | NONE | $63,756 | not reported in the loaded dataset |
| Health Plan Advocate | NONE | $62,935 | not reported in the loaded dataset |
| Work Life Strategies | NONE | $47,505 | not reported in the loaded dataset |
| Americare Medical Inc. | NONE | $36,873 | not reported in the loaded dataset |
| Strategic Capital Investment | NONE | $29,750 | not reported in the loaded dataset |
| National Investment Services | NONE | $27,136 | not reported in the loaded dataset |
| Merit Benefit Advisors, LLC | NONE | $25,571 | not reported in the loaded dataset |
| Bultynck & Co., P.L.L.C. | NONE | $15,750 | not reported in the loaded dataset |
| Nickel & Saph, Inc. | NONE | $13,685 | not reported in the loaded dataset |
| Medtipster | NONE | $11,889 | not reported in the loaded dataset |
| The Segal Company Inc. | NONE | $9,563 | not reported in the loaded dataset |
| Milliman | NONE | $8,400 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $6,125 | not reported in the loaded dataset |