Pipefitters Union Local No. 537 Health And Welfare Fund — Form 5500 plan (Pipefitters Union Local No. 537)
Plain-English plan 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, Pipefitters Union Local No. 537 Health And Welfare Fund is a benefit plan reported by Pipefitters Union Local No. 537 under EIN 04-2167074 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,880 participants and $87,102,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipefitters Union Local No. 537
- EIN
- 04-2167074
- Plan number
- 501
- Plan type
- 1
- Location
- Dorchester, MA
- Latest filing year
- 2023
- Participants
- 2,880
- End-of-year plan assets
- $87,102,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,880 | H, C | 20241216141632NAL0001525681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,102,089
- Total liabilities (EOY)
- $13,103,591
- Net assets (EOY)
- $73,998,498
- Net assets (BOY)
- $64,062,916
Income & contributions
- Employer contributions
- $57,588,330
- Participant contributions
- $1,521,481
- Total contributions
- $59,109,811
- Total income / additions
- $63,753,035
Expenses & distributions
- Benefits paid
- $50,802,379
- Administrative expenses
- $3,015,074
- Total expenses
- $53,817,453
- Net increase / (decrease)
- $9,935,582
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $2,021,522 | not reported in the loaded dataset | 2023 |
| Modern Assistance Program | NONE | $126,199 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $100,254 | not reported in the loaded dataset | 2023 |
| Bridgeway Technologies | NONE | $86,480 | not reported in the loaded dataset | 2023 |
| Hinge Health, Inc. | NONE | $66,665 | not reported in the loaded dataset | 2023 |
| Income Research Management | NONE | $63,449 | not reported in the loaded dataset | 2023 |
| Employee F | NONE | $61,411 | not reported in the loaded dataset | 2023 |
| Manzi & Associates LLC | NONE | $51,785 | not reported in the loaded dataset | 2023 |
| Arena Capital Advisors, LLC | NONE | $34,250 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $33,750 | not reported in the loaded dataset | 2023 |
| Krakow & Souris | NONE | $32,529 | not reported in the loaded dataset | 2023 |
| Employee G | NONE | $28,850 | not reported in the loaded dataset | 2023 |
| Employee E | NONE | $28,666 | not reported in the loaded dataset | 2023 |
| Employee D | NONE | $20,473 | not reported in the loaded dataset | 2023 |
| Employee B | NONE | $16,157 | not reported in the loaded dataset | 2023 |
| Network Coverage LLC | NONE | $13,917 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $12,380 | not reported in the loaded dataset | 2023 |
| Nepc LLC | NONE | $10,497 | not reported in the loaded dataset | 2023 |
| Quadient | NONE | $7,760 | not reported in the loaded dataset | 2023 |
| Employee C | NONE | $6,618 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pipefitters Union Local No. 537
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Dorchester, MA
- Blue Cross Blue Shield — Schedule C compensation
- Modern Assistance Program — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Bridgeway Technologies — Schedule C compensation
- Hinge Health, Inc. — Schedule C compensation
- Income Research Management — Schedule C compensation
- Employee F — Schedule C compensation
- Manzi & Associates LLC — Schedule C compensation
- Arena Capital Advisors, LLC — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Krakow & Souris — Schedule C compensation
- Employee G — Schedule C compensation
- Employee E — Schedule C compensation
- Employee D — Schedule C compensation
- Employee B — Schedule C compensation
- Network Coverage LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Quadient — Schedule C compensation
- Employee C — Schedule C compensation