2023 Form 5500 filing — Plumbers & Steamfitters Local 521 Supplemental Health 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 20251021180637NAL0001346755001) for Plumbers & Steamfitters Local 521 Supplemental Health Fund, reported by Plumbers And Steamfitters Local 521 Supplemental Health Fund under EIN 26-1357279 and plan number 501. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20251021180637NAL0001346755001
Filing year
2023
Form type
1
Plan sponsor
Plumbers And Steamfitters Local 521 Supplemental Health Fund
EIN
26-1357279
Plan number
501
Location
Ona, WV
Participants
119
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,657,614
Total liabilities (EOY)
$80,563
Net assets (EOY)
$1,577,051
Employer contributions
$223,130
Total income / additions
$409,581
Benefits paid
$184,684
Administrative expenses
$36,396
Total expenses
$221,080
Net increase / (decrease)
$188,501
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American Benefit CorporationNONE$15,600not reported in the loaded dataset
Harris, Hardin & Company, A.C.NONE$11,280not reported in the loaded dataset

Related Form 5500 pages