Plumbers & Steamfitters Local 267 Insurance Fund — Form 5500 plan (Trustees Of Plumbers & Steamfitters Local 267 Insurance 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 & Steamfitters Local 267 Insurance Fund is a benefit plan reported by Trustees Of Plumbers & Steamfitters Local 267 Insurance Fund under EIN 15-6025166 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,126 participants and $36,905,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers & Steamfitters Local 267 Insurance Fund
- EIN
- 15-6025166
- Plan number
- 501
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 1,126
- End-of-year plan assets
- $36,905,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,126 | H, C | 20241015092354NAL0027938497003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,905,870
- Total liabilities (EOY)
- $1,023,445
- Net assets (EOY)
- $35,882,425
- Net assets (BOY)
- $32,980,417
Income & contributions
- Employer contributions
- $10,886,309
- Participant contributions
- $141,001
- Total contributions
- $11,027,310
- Total income / additions
- $13,310,680
Expenses & distributions
- Benefits paid
- $9,693,324
- Administrative expenses
- $715,348
- Total expenses
- $10,408,672
- Net increase / (decrease)
- $2,902,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | NONE | $224,260 | $0 | 2023 |
| Michael Nanno | EMPLOYEE | $107,607 | not reported in the loaded dataset | 2023 |
| Saveonsp | NONE | $106,166 | not reported in the loaded dataset | 2023 |
| Susan Colbert | EMPLOYEE | $73,440 | not reported in the loaded dataset | 2023 |
| Local 73 Health & Welfare Fund | NONE | $57,419 | not reported in the loaded dataset | 2023 |
| Right Rx, LLC | NONE | $47,994 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants Inc. | NONE | $47,513 | not reported in the loaded dataset | 2023 |
| Keenan & Associates | NONE | $47,319 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $33,533 | not reported in the loaded dataset | 2023 |
| Darcangelo & Co., Llp | NONE | $20,500 | not reported in the loaded dataset | 2023 |
| Antonette Manzi | EMPLOYEE | $16,966 | not reported in the loaded dataset | 2023 |
| Joseph W. Mccarthy & Associates | NONE | $13,334 | not reported in the loaded dataset | 2023 |
| Marco Consulting | NONE | $9,750 | not reported in the loaded dataset | 2023 |
| Manning And Napier | PARTY IN INTEREST | $4,866 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers & Steamfitters Local 267 Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Umr, Inc. — Schedule C compensation
- Michael Nanno — Schedule C compensation
- Saveonsp — Schedule C compensation
- Susan Colbert — Schedule C compensation
- Local 73 Health & Welfare Fund — Schedule C compensation
- Right Rx, LLC — Schedule C compensation
- Jbm Computer Consultants Inc. — Schedule C compensation
- Keenan & Associates — Schedule C compensation
- Blitman & King — Schedule C compensation
- Darcangelo & Co., Llp — Schedule C compensation
- Antonette Manzi — Schedule C compensation
- Joseph W. Mccarthy & Associates — Schedule C compensation
- Marco Consulting — Schedule C compensation
- Manning And Napier — Schedule C compensation