U.A. Plumbers & Steamfitters Local 22 Health Fund — Form 5500 plan (U.A. Plumbers And Steamfitters Local 22 Health 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, U.A. Plumbers & Steamfitters Local 22 Health Fund is a benefit plan reported by U.A. Plumbers And Steamfitters Local 22 Health Fund under EIN 16-1561710 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,369 participants and $25,653,786 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.A. Plumbers And Steamfitters Local 22 Health Fund
- EIN
- 16-1561710
- Plan number
- 501
- Plan type
- 1
- Location
- West Seneca, NY
- Latest filing year
- 2023
- Participants
- 1,369
- End-of-year plan assets
- $25,653,786
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,369 | H, C | 20241119101317NAL0003642304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,653,786
- Total liabilities (EOY)
- $1,993,033
- Net assets (EOY)
- $23,660,753
- Net assets (BOY)
- $20,051,502
Income & contributions
- Employer contributions
- $16,069,669
- Participant contributions
- $868,413
- Total contributions
- $16,938,082
- Total income / additions
- $19,825,195
Expenses & distributions
- Benefits paid
- $14,935,796
- Administrative expenses
- $1,280,148
- Total expenses
- $16,215,944
- Net increase / (decrease)
- $3,609,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Debra Korpolinski | EMPLOYEE | $161,489 | not reported in the loaded dataset | 2023 |
| Blitman And King, Llp | NONE | $57,967 | not reported in the loaded dataset | 2023 |
| Alexandra Booth | EMPLOYEE | $55,255 | not reported in the loaded dataset | 2023 |
| Andrea Sharp | EMPLOYEE | $46,225 | not reported in the loaded dataset | 2023 |
| Barbara Zellner | EMPLOYEE | $44,218 | not reported in the loaded dataset | 2023 |
| Tronconi Segarra & Associates Llp | NONE | $22,639 | not reported in the loaded dataset | 2023 |
| Arcara Zucarelli Lenda & Associates | NONE | $18,630 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $12,072 | $0 | 2023 |
| Usi Consulting Group | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Pca Technology Group Inc. | NONE | $7,218 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants | NONE | $5,567 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $4,786 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.A. Plumbers And Steamfitters Local 22 Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in West Seneca, NY
- Debra Korpolinski — Schedule C compensation
- Blitman And King, Llp — Schedule C compensation
- Alexandra Booth — Schedule C compensation
- Andrea Sharp — Schedule C compensation
- Barbara Zellner — Schedule C compensation
- Tronconi Segarra & Associates Llp — Schedule C compensation
- Arcara Zucarelli Lenda & Associates — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Pca Technology Group Inc. — Schedule C compensation
- Jbm Computer Consultants — Schedule C compensation
- Wilmington Trust — Schedule C compensation