Plumbers Local Union No. 690 Health Plan — Form 5500 plan (Board Of Trustees Of Plumbers Lu 690 Health Plan)
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. 690 Health Plan is a benefit plan reported by Board Of Trustees Of Plumbers Lu 690 Health Plan under EIN 23-1512313 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,498 participants and $63,953,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Plumbers Lu 690 Health Plan
- EIN
- 23-1512313
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,498
- End-of-year plan assets
- $63,953,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,498 | H, C | 20241015175115NAL0059025458002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,953,254
- Total liabilities (EOY)
- $4,485,031
- Net assets (EOY)
- $59,468,223
- Net assets (BOY)
- $55,269,214
Income & contributions
- Employer contributions
- $26,582,596
- Participant contributions
- $1,345,836
- Total contributions
- $27,928,432
- Total income / additions
- $33,325,719
Expenses & distributions
- Benefits paid
- $26,812,926
- Administrative expenses
- $2,313,784
- Total expenses
- $29,126,710
- Net increase / (decrease)
- $4,199,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | NONE | $1,223,635 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE | $130,983 | not reported in the loaded dataset | 2023 |
| Boyd Waterson Asset Mgmt, LLC | NONE | $127,961 | not reported in the loaded dataset | 2023 |
| Employee A | NONE | $88,830 | not reported in the loaded dataset | 2023 |
| Employee B | NONE | $77,723 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $68,980 | not reported in the loaded dataset | 2023 |
| Plumbers Local Union No. 690 | AFFILIATE | $49,095 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | NONE | $46,454 | not reported in the loaded dataset | 2023 |
| Employee C | NONE | $39,481 | not reported in the loaded dataset | 2023 |
| Employee D | NONE | $39,045 | not reported in the loaded dataset | 2023 |
| Daniel A. Winters And Company, Cpas | NONE | $35,628 | not reported in the loaded dataset | 2023 |
| Kang Haggerty & Fetbroyt | NONE | $35,377 | not reported in the loaded dataset | 2023 |
| Employee E | NONE | $35,086 | not reported in the loaded dataset | 2023 |
| Employee F | NONE | $33,637 | not reported in the loaded dataset | 2023 |
| Employee G | NONE | $32,454 | not reported in the loaded dataset | 2023 |
| Employee H | NONE | $29,981 | not reported in the loaded dataset | 2023 |
| Capstone Insurance | NONE | $26,332 | $0 | 2023 |
| Allied Trades Assistance Program | NONE | $26,271 | not reported in the loaded dataset | 2023 |
| Employee I | NONE | $26,133 | not reported in the loaded dataset | 2023 |
| Employee J | NONE | $25,856 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $19,620 | $0 | 2023 |
| Elmcrx Solutions LLC | NONE | $18,525 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $15,200 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $9,085 | not reported in the loaded dataset | 2023 |
| Compudat Systems, Inc. | NONE | $7,992 | not reported in the loaded dataset | 2023 |
| Nva | NONE | $6,967 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Plumbers Lu 690 Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Aetna — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- Boyd Waterson Asset Mgmt, LLC — Schedule C compensation
- Employee A — Schedule C compensation
- Employee B — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Plumbers Local Union No. 690 — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation
- Employee C — Schedule C compensation
- Employee D — Schedule C compensation
- Daniel A. Winters And Company, Cpas — Schedule C compensation
- Kang Haggerty & Fetbroyt — Schedule C compensation
- Employee E — Schedule C compensation
- Employee F — Schedule C compensation
- Employee G — Schedule C compensation
- Employee H — Schedule C compensation
- Capstone Insurance — Schedule C compensation
- Allied Trades Assistance Program — Schedule C compensation
- Employee I — Schedule C compensation
- Employee J — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Elmcrx Solutions LLC — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Compudat Systems, Inc. — Schedule C compensation
- Nva — Schedule C compensation