2023 Form 5500 filing — Plumbers & Steamfitters Local 131 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 20250813140451NAL0004909939002) for Plumbers & Steamfitters Local 131 Health And Welfare Fund, reported by Board Of Trustees Plumbers And Steamfitters Loc 131 under EIN 51-6146108 and plan number 501. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813140451NAL0004909939002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers And Steamfitters Loc 131
- EIN
- 51-6146108
- Plan number
- 501
- Location
- Wallingford, CT
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,773,716
- Total liabilities (EOY)
- $495,690
- Net assets (EOY)
- $11,278,026
- Employer contributions
- $4,490,083
- Participant contributions
- $392,927
- Total income / additions
- $6,774,328
- Benefits paid
- $4,877,029
- Administrative expenses
- $479,688
- Total expenses
- $5,356,717
- Net increase / (decrease)
- $1,417,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $163,029 | not reported in the loaded dataset |
| Anthem Health Plans, Inc. | NONE | $89,760 | $4,512 |
| Segal Company | NONE | $88,369 | not reported in the loaded dataset |
| Labor First, LLC | NONE | $28,200 | $0 |
| Hines And Associates | NONE | $20,730 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $16,764 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick | NONE | $13,083 | not reported in the loaded dataset |
| Zelis Claims Integrity, Inc. | NONE | $9,709 | not reported in the loaded dataset |
| Lower Hudson Valley | NONE | $8,211 | not reported in the loaded dataset |