Plumbers Local Union No 1 - Welfare Fund — Form 5500 plan (Plumbers Local Union No. 1 Welfare Fund)
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, Plumbers Local Union No 1 - Welfare Fund is a benefit plan reported by Plumbers Local Union No. 1 Welfare Fund under EIN 11-1538293 and plan number 503. The latest loaded filing year is 2023. The filing reports 3,783 participants and $324,290,015 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local Union No. 1 Welfare Fund
- EIN
- 11-1538293
- Plan number
- 503
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 3,783
- End-of-year plan assets
- $324,290,015
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,783 | H, C | 20240821120417NAL0002368291002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $324,290,015
- Total liabilities (EOY)
- $18,211,751
- Net assets (EOY)
- $306,078,264
- Net assets (BOY)
- $271,033,311
Income & contributions
- Employer contributions
- $89,323,907
- Participant contributions
- $1,993,347
- Total contributions
- $91,317,254
- Total income / additions
- $120,837,812
Expenses & distributions
- Benefits paid
- $82,305,592
- Administrative expenses
- $3,487,267
- Total expenses
- $85,792,859
- Net increase / (decrease)
- $35,044,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance Inc | NONE | $2,005,486 | $0 | 2023 |
| Walter Saraceni | EMPLOYEE | $255,368 | not reported in the loaded dataset | 2023 |
| Cvs Caremark | NONE | $235,052 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $229,368 | not reported in the loaded dataset | 2023 |
| Wendy Salvatierra | EMPLOYEE | $188,339 | not reported in the loaded dataset | 2023 |
| Gloria Materon | EMPLOYEE | $174,872 | not reported in the loaded dataset | 2023 |
| Virginia & Ambinder, Llp | NONE | $153,141 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $141,834 | $0 | 2023 |
| The Segal Group | NONE | $138,795 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | NONE | $125,827 | not reported in the loaded dataset | 2023 |
| United Behavioral Health | NONE | $124,198 | not reported in the loaded dataset | 2023 |
| Cigna Health & Life Insurance Co. | NONE | $94,507 | $0 | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $94,365 | not reported in the loaded dataset | 2023 |
| Premier Technology Solutions, Inc. | NONE | $89,754 | not reported in the loaded dataset | 2023 |
| Linda Scarpa | EMPLOYEE | $77,630 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $71,649 | not reported in the loaded dataset | 2023 |
| Maria Frogiero | EMPLOYEE | $71,182 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $66,667 | not reported in the loaded dataset | 2023 |
| Anapa Trista George-Cummings | EMPLOYEE | $66,416 | not reported in the loaded dataset | 2023 |
| Malkia Mclune | EMPLOYEE | $65,642 | not reported in the loaded dataset | 2023 |
| Rosa Bertolini | EMPLOYEE | $64,876 | not reported in the loaded dataset | 2023 |
| Ericka Simpson | EMPLOYEE | $64,224 | not reported in the loaded dataset | 2023 |
| Laurie Killiebrew | EMPLOYEE | $63,629 | not reported in the loaded dataset | 2023 |
| Diana Petraccione | EMPLOYEE | $63,254 | not reported in the loaded dataset | 2023 |
| Kauff Mcguire & Margolis Llp | NONE | $61,832 | not reported in the loaded dataset | 2023 |
| Betsey Padgett | EMPLOYEE | $61,373 | not reported in the loaded dataset | 2023 |
| Vision Screening | NONE | $58,699 | not reported in the loaded dataset | 2023 |
| Roberto Martinez | EMPLOYEE | $56,062 | not reported in the loaded dataset | 2023 |
| Samantha Tabala | EMPLOYEE | $55,279 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $54,061 | $0 | 2023 |
| Livongo Health, Inc. | NONE | $53,201 | not reported in the loaded dataset | 2023 |
| Kathleen Scarpa | EMPLOYEE | $51,793 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | NONE | $50,161 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital LLC | NONE | $48,664 | not reported in the loaded dataset | 2023 |
| Mindy Feierman | EMPLOYEE | $42,054 | not reported in the loaded dataset | 2023 |
| Triboro Printing | NONE | $35,965 | not reported in the loaded dataset | 2023 |
| Comprehensive Professional Systems | NONE | $32,867 | not reported in the loaded dataset | 2023 |
| Administrative Services Only | NONE | $28,750 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $20,380 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $6,352 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local Union No. 1 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Empire Healthchoice Assurance Inc — Schedule C compensation
- Walter Saraceni — Schedule C compensation
- Cvs Caremark — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Wendy Salvatierra — Schedule C compensation
- Gloria Materon — Schedule C compensation
- Virginia & Ambinder, Llp — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- The Segal Group — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation
- United Behavioral Health — Schedule C compensation
- Cigna Health & Life Insurance Co. — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Premier Technology Solutions, Inc. — Schedule C compensation
- Linda Scarpa — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Maria Frogiero — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Anapa Trista George-Cummings — Schedule C compensation
- Malkia Mclune — Schedule C compensation
- Rosa Bertolini — Schedule C compensation
- Ericka Simpson — Schedule C compensation
- Laurie Killiebrew — Schedule C compensation
- Diana Petraccione — Schedule C compensation
- Kauff Mcguire & Margolis Llp — Schedule C compensation
- Betsey Padgett — Schedule C compensation
- Vision Screening — Schedule C compensation
- Roberto Martinez — Schedule C compensation
- Samantha Tabala — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Livongo Health, Inc. — Schedule C compensation
- Kathleen Scarpa — Schedule C compensation
- Paychex, Inc. — Schedule C compensation
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- Mindy Feierman — Schedule C compensation
- Triboro Printing — Schedule C compensation
- Comprehensive Professional Systems — Schedule C compensation
- Administrative Services Only — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation