Worcester Plumbers & Pipefitters Health & Welfare Fund — Form 5500 plan (Board Of Trustees Of The Worcester Plumbers &)
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, Worcester Plumbers & Pipefitters Health & Welfare Fund is a benefit plan reported by Board Of Trustees Of The Worcester Plumbers & under EIN 04-6124621 and plan number 501. The latest loaded filing year is 2023. The filing reports 380 participants and $10,358,266 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Worcester Plumbers &
- EIN
- 04-6124621
- Plan number
- 501
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $10,358,266
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20241122121504NAL0001775841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,358,266
- Total liabilities (EOY)
- $13,601
- Net assets (EOY)
- $10,344,665
- Net assets (BOY)
- $9,749,290
Income & contributions
- Employer contributions
- $3,642,933
- Participant contributions
- $381,680
- Total contributions
- $4,024,613
- Total income / additions
- $4,788,969
Expenses & distributions
- Benefits paid
- $4,075,612
- Administrative expenses
- $117,982
- Total expenses
- $4,193,594
- Net increase / (decrease)
- $595,375
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $50,616 | $0 | 2023 |
| Blue Cross Blue Shield Of Ma | NONE | $0 | $32,900 | 2023 |
| Robert M. Cheverie & Associates | NONE | $24,000 | $0 | 2023 |
| Novak Francella, LLC | NONE | $17,386 | $0 | 2023 |
| Morgan Stanley Global Banking | NONE | $10,000 | $0 | 2023 |
| Segal Company | NONE | $8,250 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Worcester Plumbers &
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Zenith American Solutions, Inc. — Schedule C compensation
- Blue Cross Blue Shield Of Ma — Schedule C compensation
- Robert M. Cheverie & Associates — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Segal Company — Schedule C compensation