Plumbers & Pipe Fitters Local 354 Health & Welfare Fund — Form 5500 plan (Local 354 Plumbers & Pipe Fitters Health & Welfare)
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 & Pipe Fitters Local 354 Health & Welfare Fund is a benefit plan reported by Local 354 Plumbers & Pipe Fitters Health & Welfare under EIN 23-7335250 and plan number 501. The latest loaded filing year is 2023. The filing reports 750 participants and $22,515,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 354 Plumbers & Pipe Fitters Health & Welfare
- EIN
- 23-7335250
- Plan number
- 501
- Plan type
- 1
- Location
- Wexford, PA
- Latest filing year
- 2023
- Participants
- 750
- End-of-year plan assets
- $22,515,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 750 | H, C | 20250115082235NAL0012566547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,515,849
- Total liabilities (EOY)
- $1,350,460
- Net assets (EOY)
- $21,165,389
- Net assets (BOY)
- $23,585,568
Income & contributions
- Employer contributions
- $8,504,142
- Participant contributions
- $706,031
- Total contributions
- $9,210,173
- Total income / additions
- $9,622,349
Expenses & distributions
- Benefits paid
- $11,641,306
- Administrative expenses
- $401,222
- Total expenses
- $12,042,528
- Net increase / (decrease)
- -$2,420,179
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bridgeway Benefit Technologies | NONE | $145,061 | not reported in the loaded dataset | 2023 |
| Beacon Administrators | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $40,271 | not reported in the loaded dataset | 2023 |
| Packer Thomas | NONE | $37,631 | not reported in the loaded dataset | 2023 |
| Gridiron Partners LLC | NONE | $20,367 | not reported in the loaded dataset | 2023 |
| Cim Investment Management | NONE | $16,460 | not reported in the loaded dataset | 2023 |
| Buck Consultants | NONE | $15,583 | not reported in the loaded dataset | 2023 |
| Somerset Trust | NONE | $14,331 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $12,584 | not reported in the loaded dataset | 2023 |
| Paconnect | NONE | $5,844 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 354 Plumbers & Pipe Fitters Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wexford, PA
- Bridgeway Benefit Technologies — Schedule C compensation
- Beacon Administrators — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation
- Packer Thomas — Schedule C compensation
- Gridiron Partners LLC — Schedule C compensation
- Cim Investment Management — Schedule C compensation
- Buck Consultants — Schedule C compensation
- Somerset Trust — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Paconnect — Schedule C compensation