United Association Of Journeyman & Apprentices Of Plumbing And Steamfitting — Form 5500 plan (Plumbers & Steamfitters Local Union No. 396 Health & Welfare)

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 Journeyman & Apprentices Of Plumbing And Steamfitting is a benefit plan reported by Plumbers & Steamfitters Local Union No. 396 Health & Welfare under EIN 34-6545105 and plan number 501. The latest loaded filing year is 2023. The filing reports 595 participants and $17,028,863 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.3MPlan net assets, end of year$13,265,312
Participants595Covered participants reported
Assets / participant$28.6KComputed: assets ÷ participants$28,620 (computed)
Provider compensation$1.2M10 Schedule C provider row(s)$1,241,222
Plan sponsor
Plumbers & Steamfitters Local Union No. 396 Health & Welfare
EIN
34-6545105
Plan number
501
Plan type
1
Location
Canfield, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    595 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17M total assets
Net assets$13.3MLiabilities$3.8M
Money in vs. money out
Total income / additions$9.1M
Total expenses$8M
Benefits paid / distributions$7.4M
Contributions
Employer$6.7M
Participant$594.6K
Full reported line items

Net assets

Total assets (EOY)
$17,028,863
Total liabilities (EOY)
$3,763,551
Net assets (EOY)
$13,265,312
Net assets (BOY)
$12,192,533

Income & contributions

Employer contributions
$6,672,301
Participant contributions
$594,571
Total contributions
$7,266,872
Total income / additions
$9,062,522

Expenses & distributions

Benefits paid
$7,437,472
Administrative expenses
$552,271
Total expenses
$7,989,743
Net increase / (decrease)
$1,072,779
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 92%Participant 8%
Total expenses ÷ net assets60%Computed ratio
Benefits paid ÷ total income82%Computed ratio
Provider comp. ÷ net assets9%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    CLAIMS PROCESSOR · Direct $428.2K
  2. 2
    CLAIMS PROCESSOR · Direct $276.5K
  3. 3
    CLAIMS PROCESSOR · Direct $216.8K
  4. 4
    THIRD PARTY ADMINISTRATOR · Direct $133.7K
  5. 5
    INVESTMENT CUSTODIAN · Direct $73.6K · Indirect $0
  6. 6
    BENEFIT CONSULTANT · Direct $54.5K
  7. 7
    COLLECTION FUND · Direct $24.8K
  8. 8
    ATTORNEY · Direct $18.8K
  9. 9
    AUDITOR · Direct $8.9K
  10. 10
    ACTUARY · Direct $5.5K

What to inspect next

Frequently asked questions

Who sponsors the United Association Of Journeyman & Apprentices Of Plumbing And Steamfitting?
United Association Of Journeyman & Apprentices Of Plumbing And Steamfitting is reported as sponsored by Plumbers & Steamfitters Local Union No. 396 Health & Welfare (EIN 34-6545105, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for United Association Of Journeyman & Apprentices Of Plumbing And Steamfitting?
The latest Form 5500 filing year loaded for United Association Of Journeyman & Apprentices Of Plumbing And Steamfitting is 2023.
How many participants does United Association Of Journeyman & Apprentices Of Plumbing And Steamfitting report?
United Association Of Journeyman & Apprentices Of Plumbing And Steamfitting reports 595 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for United Association Of Journeyman & Apprentices Of Plumbing And Steamfitting?
United Association Of Journeyman & Apprentices Of Plumbing And Steamfitting reports $17,028,863 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages