United Association Of Journeymen & Apprentice Pipefitters Local #524 Health & Welfare Fund — Form 5500 plan (United Association Of Journeymen 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, United Association Of Journeymen & Apprentice Pipefitters Local #524 Health & Welfare Fund is a benefit plan reported by United Association Of Journeymen Health & Welfare Fund under EIN 23-7424474 and plan number 501. The latest loaded filing year is 2023. The filing reports 465 participants and $16,210,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Association Of Journeymen Health & Welfare Fund
- EIN
- 23-7424474
- Plan number
- 501
- Plan type
- 1
- Location
- Scranton, PA
- Latest filing year
- 2023
- Participants
- 465
- End-of-year plan assets
- $16,210,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 465 | H, C | 20250407150005NAL0010191283002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,210,082
- Total liabilities (EOY)
- $4,500
- Net assets (EOY)
- $16,205,582
- Net assets (BOY)
- $15,898,600
Income & contributions
- Employer contributions
- $6,568,509
- Participant contributions
- $965,206
- Total contributions
- $7,779,648
- Total income / additions
- $9,054,520
Expenses & distributions
- Benefits paid
- $7,744,461
- Administrative expenses
- $1,003,077
- Total expenses
- $8,747,538
- Net increase / (decrease)
- $306,982
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cynthia Rutkowski | EMPLOYEE | $62,138 | not reported in the loaded dataset | 2023 |
| Lynn Andreoli | EMPLOYEE | $55,461 | not reported in the loaded dataset | 2023 |
| Peoples Security Bank | NONE | $39,018 | not reported in the loaded dataset | 2023 |
| Highmark Inc | NONE | $35,006 | not reported in the loaded dataset | 2023 |
| Creative Benefits, Inc | NONE | $25,327 | $0 | 2023 |
| Alan Ross And Company Pc | NONE | $14,150 | not reported in the loaded dataset | 2023 |
| Odonoghue & Odonoghue | NONE | $11,803 | not reported in the loaded dataset | 2023 |
| Carolyn Mclaughlin-Smith | NONE | $0 | $0 | 2023 |
| Prime Therapeutics | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Association Of Journeymen Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Scranton, PA
- Cynthia Rutkowski — Schedule C compensation
- Lynn Andreoli — Schedule C compensation
- Peoples Security Bank — Schedule C compensation
- Highmark Inc — Schedule C compensation
- Creative Benefits, Inc — Schedule C compensation
- Alan Ross And Company Pc — Schedule C compensation
- Odonoghue & Odonoghue — Schedule C compensation
- Carolyn Mclaughlin-Smith — Schedule C compensation
- Prime Therapeutics — Schedule C compensation