2023 Form 5500 filing — Local Union 598 Plumbing & Pipefitting Industry Health And 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 20250715182947NAL0001842179002) for Local Union 598 Plumbing & Pipefitting Industry Health And Welfare Plan, reported by Trustees Of Local Union 598 Plumbing & Pipefitting Industry H&W Plan under EIN 91-0973983 and plan number 501. It reports 530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715182947NAL0001842179002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local Union 598 Plumbing & Pipefitting Industry H&W Plan
- EIN
- 91-0973983
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,400,201
- Total liabilities (EOY)
- $6,798,485
- Net assets (EOY)
- $36,601,716
- Employer contributions
- $14,272,819
- Participant contributions
- $9,474,070
- Total income / additions
- $27,911,800
- Benefits paid
- $19,036,826
- Administrative expenses
- $706,606
- Total expenses
- $19,743,432
- Net increase / (decrease)
- $8,168,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $261,207 | not reported in the loaded dataset |
| United Assoc. Of Journeyman Loc 598 | NONE | $71,130 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $68,483 | not reported in the loaded dataset |
| Parker Smith & Feek, Inc. | NONE | $65,310 | not reported in the loaded dataset |
| Turner, Stoeve & Gagliardi | NONE | $30,158 | not reported in the loaded dataset |
| Highland Capital Advisors | NONE | $23,657 | not reported in the loaded dataset |
| Aetna | NONE | $22,408 | not reported in the loaded dataset |
| Us Bank | NONE | $21,562 | not reported in the loaded dataset |
| The Travelers Companies, Inc | NONE | $20,918 | not reported in the loaded dataset |
| Cascade Centers | NONE | $20,427 | not reported in the loaded dataset |
| Platform Cpas, Llp | NONE | $17,149 | not reported in the loaded dataset |
| Prudentrx LLC | NONE | $16,046 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $14,282 | not reported in the loaded dataset |
| Pacific Health Coalition | NONE | $11,825 | not reported in the loaded dataset |
| Withum Smith, Brown, Pc | NONE | $10,499 | not reported in the loaded dataset |