Plumbers & Steamfitters Local 521 Supplemental Health Fund — Form 5500 plan (Plumbers And Steamfitters Local 521 Supplemental Health 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 & Steamfitters Local 521 Supplemental Health Fund is a benefit plan reported by Plumbers And Steamfitters Local 521 Supplemental Health Fund under EIN 26-1357279 and plan number 501. The latest loaded filing year is 2023. The filing reports 119 participants and $1,657,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Steamfitters Local 521 Supplemental Health Fund
- EIN
- 26-1357279
- Plan number
- 501
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $1,657,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20251021180637NAL0001346755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,657,614
- Total liabilities (EOY)
- $80,563
- Net assets (EOY)
- $1,577,051
- Net assets (BOY)
- $1,388,550
Income & contributions
- Employer contributions
- $223,130
- Total contributions
- $223,130
- Total income / additions
- $409,581
Expenses & distributions
- Benefits paid
- $184,684
- Administrative expenses
- $36,396
- Total expenses
- $221,080
- Net increase / (decrease)
- $188,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Benefit Corporation | NONE | $15,600 | not reported in the loaded dataset | 2023 |
| Harris, Hardin & Company, A.C. | NONE | $11,280 | not reported in the loaded dataset | 2023 |