Plumbers, Pipe Fitters And Mechanical Equipment Service Local Union No 392 Health And Welfare Plan — Form 5500 plan (Plumbers, Pipe Fitters And Fund Local 392)
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 And Mechanical Equipment Service Local Union No 392 Health And Welfare Plan is a benefit plan reported by Plumbers, Pipe Fitters And Fund Local 392 under EIN 31-0561070 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,046 participants and $31,568,616 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers, Pipe Fitters And Fund Local 392
- EIN
- 31-0561070
- Plan number
- 501
- Plan type
- 1
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 2,046
- End-of-year plan assets
- $31,568,616
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,046 | H, C | 20240801153008NAL0023095313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,568,616
- Total liabilities (EOY)
- $1,496,981
- Net assets (EOY)
- $30,071,635
- Net assets (BOY)
- $24,984,639
Income & contributions
- Employer contributions
- $29,508,881
- Participant contributions
- $2,432,331
- Total contributions
- $31,941,212
- Total income / additions
- $35,785,659
Expenses & distributions
- Benefits paid
- $28,654,050
- Administrative expenses
- $2,044,613
- Total expenses
- $30,698,663
- Net increase / (decrease)
- $5,086,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everside Health, LLC | HEALTHCARE MGMT SERVICE | $1,036,576 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross And Blue Shield | NONE | $726,819 | $3,468 | 2023 |
| The Segal Company | NONE | $74,287 | $58,900 | 2023 |
| Bridgeway Benefit Technologies | NONE | $126,224 | not reported in the loaded dataset | 2023 |
| Cvs Health | NONE | $97,284 | not reported in the loaded dataset | 2023 |
| Rinda Hoffman | EMPLOYEE | $95,804 | not reported in the loaded dataset | 2023 |
| Malia Cefaratti | EMPLOYEE | $61,978 | not reported in the loaded dataset | 2023 |
| Rhonda Sharp | EMPLOYEE | $58,477 | not reported in the loaded dataset | 2023 |
| Anna Winter | EMPLOYEE | $56,800 | not reported in the loaded dataset | 2023 |
| Lyn Smith | EMPLOYEE | $56,410 | not reported in the loaded dataset | 2023 |
| Kelley Galloway Smith Goolsby | AUDITOR | $53,000 | not reported in the loaded dataset | 2023 |
| Johnson & Krol | LEGAL COUNSEL | $52,176 | not reported in the loaded dataset | 2023 |
| Med-Care Management | NONE | $50,190 | not reported in the loaded dataset | 2023 |
| Delta Dental | BENEFIT ADMINISTRATOR | $39,137 | $2,902 | 2023 |
| Jayne Stull | EMPLOYEE | $40,526 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | PAYROLL AUDITS | $37,636 | not reported in the loaded dataset | 2023 |
| National Investment Services | INVESTMENT CONSULTING | $37,275 | not reported in the loaded dataset | 2023 |
| Teresa Beam | EMPLOYEE | $35,419 | not reported in the loaded dataset | 2023 |
| Net Gain Technologies | NONE | $25,036 | not reported in the loaded dataset | 2023 |
| Strategic Capital | INVESTMENT CONSULTANT | $24,000 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | NONE | $21,790 | not reported in the loaded dataset | 2023 |
| Pnc Bank, National Association | NONE | $4,033 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers, Pipe Fitters And Fund Local 392
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Everside Health, LLC — Schedule C compensation
- Anthem Blue Cross And Blue Shield — Schedule C compensation
- The Segal Company — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Cvs Health — Schedule C compensation
- Rinda Hoffman — Schedule C compensation
- Malia Cefaratti — Schedule C compensation
- Rhonda Sharp — Schedule C compensation
- Anna Winter — Schedule C compensation
- Lyn Smith — Schedule C compensation
- Kelley Galloway Smith Goolsby — Schedule C compensation
- Johnson & Krol — Schedule C compensation
- Med-Care Management — Schedule C compensation
- Delta Dental — Schedule C compensation
- Jayne Stull — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- National Investment Services — Schedule C compensation
- Teresa Beam — Schedule C compensation
- Net Gain Technologies — Schedule C compensation
- Strategic Capital — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation