Plumbers And Pipefitters Local 520 Health And Welfare Fund — Form 5500 plan (Plumbers And Pipefitters Local 520 Health & 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 And Pipefitters Local 520 Health And Welfare Fund is a benefit plan reported by Plumbers And Pipefitters Local 520 Health & Welfare Fund under EIN 23-6280075 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,726 participants and $27,789,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Pipefitters Local 520 Health & Welfare Fund
- EIN
- 23-6280075
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,726
- End-of-year plan assets
- $27,789,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,726 | H, C | 20250215094649NAL0051365218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,789,457
- Total liabilities (EOY)
- $4,273,559
- Net assets (EOY)
- $23,515,898
- Net assets (BOY)
- $19,807,310
Income & contributions
- Employer contributions
- $23,353,954
- Participant contributions
- $2,356,951
- Total contributions
- $25,710,905
- Total income / additions
- $27,102,455
Expenses & distributions
- Benefits paid
- $22,875,242
- Administrative expenses
- $518,625
- Total expenses
- $23,393,867
- Net increase / (decrease)
- $3,708,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $281,114 | not reported in the loaded dataset | 2023 |
| Aetna | NONE | $230,380 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc. | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $48,327 | not reported in the loaded dataset | 2023 |
| Fischer Dorwart | NONE | $21,340 | not reported in the loaded dataset | 2023 |
| Pfm Asset Management, LLC | NONE | $16,501 | not reported in the loaded dataset | 2023 |
| Odonoghue & Odonoghue Llp | NONE | $16,225 | not reported in the loaded dataset | 2023 |
| Kang Haggerty | NONE | $9,593 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Pipefitters Local 520 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Aetna — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Delta Dental — Schedule C compensation
- Fischer Dorwart — Schedule C compensation
- Pfm Asset Management, LLC — Schedule C compensation
- Odonoghue & Odonoghue Llp — Schedule C compensation
- Kang Haggerty — Schedule C compensation