2023 Form 5500 filing — Jacksonville Plumbers And Pipefitters Health And 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 20250616172505NAL0000615715001) for Jacksonville Plumbers And Pipefitters Health And Welfare Fund, reported by Jacksonville Plumbers And Pipefitters Health And Welfare Fund under EIN 59-0810108 and plan number 501. It reports 1,187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616172505NAL0000615715001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jacksonville Plumbers And Pipefitters Health And Welfare Fund
- EIN
- 59-0810108
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 1,187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,127,467
- Total liabilities (EOY)
- $11,933,650
- Net assets (EOY)
- $18,193,817
- Employer contributions
- $14,951,551
- Participant contributions
- $440,400
- Total income / additions
- $17,724,306
- Benefits paid
- $14,386,933
- Administrative expenses
- $490,320
- Total expenses
- $14,877,253
- Net increase / (decrease)
- $2,847,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefits Administrators | NONE | $255,200 | not reported in the loaded dataset |
| Lapadula Carlson & Co. | NONE | $44,303 | not reported in the loaded dataset |
| Loomis Sayles Trust Company, LLC | NONE | $39,433 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $14,000 | not reported in the loaded dataset |
| Venable Law Firm, P.A | NONE | $11,400 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $7,500 | not reported in the loaded dataset |