Plumbers Welfare Fund — Form 5500 plan (Board Of Trustees Plumbers 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 Welfare Fund is a benefit plan reported by Board Of Trustees Plumbers Welfare Fund under EIN 25-6034931 and plan number 501. The latest loaded filing year is 2023. The filing reports 915 participants and $29,086,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers Welfare Fund
- EIN
- 25-6034931
- Plan number
- 501
- Plan type
- 1
- Location
- Harmony, PA
- Latest filing year
- 2023
- Participants
- 915
- End-of-year plan assets
- $29,086,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 915 | H, C | 20241013174506NAL0042629616002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,086,487
- Total liabilities (EOY)
- $383,354
- Net assets (EOY)
- $28,703,133
- Net assets (BOY)
- $26,709,854
Income & contributions
- Employer contributions
- $12,328,601
- Participant contributions
- $1,220,045
- Total contributions
- $13,548,646
- Total income / additions
- $15,144,082
Expenses & distributions
- Benefits paid
- $12,635,482
- Administrative expenses
- $515,321
- Total expenses
- $13,150,803
- Net increase / (decrease)
- $1,993,279
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cds Administrators | NONE | $107,258 | not reported in the loaded dataset | 2023 |
| Cowden Associates | NONE | $67,500 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $59,842 | not reported in the loaded dataset | 2023 |
| Wex Health | NONE | $25,890 | not reported in the loaded dataset | 2023 |
| Armsrx | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $10,625 | not reported in the loaded dataset | 2023 |
| Cypher & Cypher | NONE | $9,629 | not reported in the loaded dataset | 2023 |
| Jubelirer Pass & Intrieri P.C. | NONE | $8,129 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harmony, PA
- Cds Administrators — Schedule C compensation
- Cowden Associates — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Wex Health — Schedule C compensation
- Armsrx — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Cypher & Cypher — Schedule C compensation
- Jubelirer Pass & Intrieri P.C. — Schedule C compensation