Plumbers & Pipefitters Local 162 Health & Insurance Fund — Form 5500 plan (Plumbers & Pipefitters Local 162 Health & Insurance 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 & Pipefitters Local 162 Health & Insurance Fund is a benefit plan reported by Plumbers & Pipefitters Local 162 Health & Insurance Fund under EIN 31-6171908 and plan number 501. The latest loaded filing year is 2023. The filing reports 544 participants and $13,194,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Pipefitters Local 162 Health & Insurance Fund
- EIN
- 31-6171908
- Plan number
- 501
- Plan type
- 1
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 544
- End-of-year plan assets
- $13,194,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 544 | H, C | 20250403110913NAL0015626528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,194,117
- Total liabilities (EOY)
- $739,000
- Net assets (EOY)
- $12,455,117
- Net assets (BOY)
- $8,425,830
Income & contributions
- Employer contributions
- $11,864,819
- Participant contributions
- $256,224
- Total contributions
- $12,123,219
- Total income / additions
- $12,957,560
Expenses & distributions
- Benefits paid
- $8,340,494
- Administrative expenses
- $587,779
- Total expenses
- $8,928,273
- Net increase / (decrease)
- $4,029,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Community Insurance Company | NONE | $147,163 | $609,260 | 2023 |
| Umr | NONE | $83,418 | not reported in the loaded dataset | 2023 |
| United Actuarial Services Inc | NONE | $68,375 | not reported in the loaded dataset | 2023 |
| Ledbetter & Parisi LLC | NONE | $38,597 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $19,781 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $16,034 | not reported in the loaded dataset | 2023 |
| Blue & Co., LLC | NONE | $12,770 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Pipefitters Local 162 Health & Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Community Insurance Company — Schedule C compensation
- Umr — Schedule C compensation
- United Actuarial Services Inc — Schedule C compensation
- Ledbetter & Parisi LLC — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Blue & Co., LLC — Schedule C compensation