Plumbers & Steamfitters Local 42 Health & Welfare Trust Fund — Form 5500 plan (Plumbers & Steamfitters Local 42 Health & Welfare 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 & Steamfitters Local 42 Health & Welfare Trust Fund is a benefit plan reported by Plumbers & Steamfitters Local 42 Health & Welfare Plan under EIN 23-7404076 and plan number 501. The latest loaded filing year is 2023. The filing reports 293 participants and $10,678,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 42 Health & Welfare Plan
- EIN
- 23-7404076
- Plan number
- 501
- Plan type
- 1
- Location
- Norwalk, OH
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $10,678,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20250110130009NAL0007979619002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,678,603
- Total liabilities (EOY)
- $220,769
- Net assets (EOY)
- $10,457,834
- Net assets (BOY)
- $7,931,926
Income & contributions
- Employer contributions
- $5,125,170
- Participant contributions
- $501,336
- Total contributions
- $5,627,133
- Total income / additions
- $6,047,503
Expenses & distributions
- Benefits paid
- $3,029,070
- Administrative expenses
- $492,525
- Total expenses
- $3,521,595
- Net increase / (decrease)
- $2,525,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Benefit Corporation | THIRD PARTY ADMINISTRATOR | $196,018 | not reported in the loaded dataset | 2023 |
| Denise Mann | EMPLOYEE | $58,536 | not reported in the loaded dataset | 2023 |
| Segal Consulting | CONSULTANT, ACTUARY | $57,417 | not reported in the loaded dataset | 2023 |
| Allotta, Farley & Co., Lpa | ATTORNEY | $40,001 | not reported in the loaded dataset | 2023 |
| Pnc Bank | INVESTMENT MANAGER | $35,163 | $0 | 2023 |
| Payne Nickles & Co. | AUDITOR | $30,950 | not reported in the loaded dataset | 2023 |
| Costco Health Solutions, Inc. | ADMINISTRATIVE SERVICES | $20,212 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 42 Health & Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Norwalk, OH
- American Benefit Corporation — Schedule C compensation
- Denise Mann — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Allotta, Farley & Co., Lpa — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Payne Nickles & Co. — Schedule C compensation
- Costco Health Solutions, Inc. — Schedule C compensation