Plan5500

Plumbers & Pipefitters Local 9 Welfare Plan — Form 5500 plan (Plumbers & Pipefitters Local 9 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 & Pipefitters Local 9 Welfare Plan is a benefit plan reported by Plumbers & Pipefitters Local 9 Welfare Fund under EIN 22-2212764 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,206 participants and $39,016,551 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35MPlan net assets, end of year$34,984,663
Participants1.2KCovered participants reported1,206
Assets / participant$32.4KComputed: assets ÷ participants$32,352 (computed)
Provider compensation$1.7M9 Schedule C provider row(s)$1,745,063
Plan sponsor
Plumbers & Pipefitters Local 9 Welfare Fund
EIN
22-2212764
Plan number
501
Plan type
1
Location
West Trenton, NJ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,206 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39M total assets
Net assets$35MLiabilities$4M
Money in vs. money out
Total income / additions$33.1M
Total expenses$27.7M
Benefits paid / distributions$26.7M
Contributions
Employer$27.6M
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$39,016,551
Total liabilities (EOY)
$4,031,888
Net assets (EOY)
$34,984,663
Net assets (BOY)
$29,552,072

Income & contributions

Employer contributions
$27,598,382
Participant contributions
$2,018,947
Total contributions
$29,617,329
Total income / additions
$33,102,079

Expenses & distributions

Benefits paid
$26,693,876
Administrative expenses
$975,612
Total expenses
$27,669,488
Net increase / (decrease)
$5,432,591
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 93%Participant 7%
Total expenses ÷ net assets79%Computed ratio
Benefits paid ÷ total income81%Computed ratio
Provider comp. ÷ net assets5%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Horizon Healthcare Services, Inc$723.5K
    CONTRACT ADMINISTRATOR · Direct $723.5K
  2. 2
    Ie Shaffer & Co$705.5K
    NONE · Direct $705.5K
  3. 3
    Costco Health Solutions$93.6K
    NONE · Direct $93.6K
  4. 4
    Prudential Retirement Insurance$81K
    NONE · Direct $81K
  5. 5
    Gerson & Associates, Cpas & Adv, Pc$51.1K
    NONE · Direct $51.1K
  6. 6
    Pelletieri, Rabstein, & Altman$40.3K
    NONE · Direct $40.3K
  7. 7
    Lindabury, Mccormick, Estabrook, Co$24.9K
    NONE · Direct $24.9K
  8. 8
    Milliman Inc$15.6K
    NONE · Direct $15.6K
  9. 9
    The Mckeogh Company$9.5K
    NONE · Direct $9.5K

What to inspect next

Frequently asked questions

Who sponsors the Plumbers & Pipefitters Local 9 Welfare Plan?
Plumbers & Pipefitters Local 9 Welfare Plan is reported as sponsored by Plumbers & Pipefitters Local 9 Welfare Fund (EIN 22-2212764, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Plumbers & Pipefitters Local 9 Welfare Plan?
The latest Form 5500 filing year loaded for Plumbers & Pipefitters Local 9 Welfare Plan is 2023.
How many participants does Plumbers & Pipefitters Local 9 Welfare Plan report?
Plumbers & Pipefitters Local 9 Welfare Plan reports 1,206 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Plumbers & Pipefitters Local 9 Welfare Plan?
Plumbers & Pipefitters Local 9 Welfare Plan reports $39,016,551 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages