2023 Form 5500 filing — Plumbers & Steamfitters Local 577 Health & Welfare Plan
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 20250613133010NAL0017592609004) for Plumbers & Steamfitters Local 577 Health & Welfare Plan, reported by Board Of Trustees Plumbers Local 577 Health & Welfare Fund under EIN 55-6097177 and plan number 501. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613133010NAL0017592609004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers Local 577 Health & Welfare Fund
- EIN
- 55-6097177
- Plan number
- 501
- Location
- Lexington, KY
- Participants
- 413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,230,432
- Total liabilities (EOY)
- $804,822
- Net assets (EOY)
- $3,425,610
- Employer contributions
- $6,392,762
- Participant contributions
- $617,235
- Total income / additions
- $7,305,267
- Benefits paid
- $6,945,942
- Administrative expenses
- $360,101
- Total expenses
- $7,306,043
- Net increase / (decrease)
- -$776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr | CONTRACT ADMINISTRATOR | $290,882 | not reported in the loaded dataset |
| Madison Investment Management | INVESTMENT MANAGER | $23,834 | not reported in the loaded dataset |
| Umr | CONSULTING | $15,224 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $9,000 | not reported in the loaded dataset |
| Herzfeld Suetholz Gastel Leniski | ATTORNEY | $6,889 | not reported in the loaded dataset |