Pipe Trades Industry Health And Welfare Plan — Form 5500 plan (Pipe Trades Industry Health And Welfare Plan)
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, Pipe Trades Industry Health And Welfare Plan is a benefit plan reported by Pipe Trades Industry Health And Welfare Plan under EIN 35-1063466 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,406 participants and $73,757,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipe Trades Industry Health And Welfare Plan
- EIN
- 35-1063466
- Plan number
- 501
- Plan type
- 1
- Location
- Terre Haute, IN
- Latest filing year
- 2023
- Participants
- 3,406
- End-of-year plan assets
- $73,757,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,406 | H, C | 20250115093808NAL0021564513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,757,646
- Total liabilities (EOY)
- $1,349,968
- Net assets (EOY)
- $72,407,678
- Net assets (BOY)
- $61,957,327
Income & contributions
- Employer contributions
- $47,952,668
- Participant contributions
- $3,812,568
- Total contributions
- $51,765,236
- Total income / additions
- $55,557,976
Expenses & distributions
- Benefits paid
- $43,344,494
- Administrative expenses
- $1,763,131
- Total expenses
- $45,107,625
- Net increase / (decrease)
- $10,450,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Group | NONE | $2,990,490 | not reported in the loaded dataset | 2023 |
| Anthem Insurance Companies, Inc. | NONE | $1,519,464 | not reported in the loaded dataset | 2023 |
| R & E Software Design | NONE | $272,440 | not reported in the loaded dataset | 2023 |
| Stephanie Morgan | EMPLOYEE | $125,701 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $88,850 | not reported in the loaded dataset | 2023 |
| Med-Care Management, Inc. | NONE | $88,545 | not reported in the loaded dataset | 2023 |
| Susan Bailey | EMPLOYEE | $60,692 | not reported in the loaded dataset | 2023 |
| Megan Lucas | EMPLOYEE | $57,979 | not reported in the loaded dataset | 2023 |
| Brittany Milner | EMPLOYEE | $54,004 | not reported in the loaded dataset | 2023 |
| Sarah Decker | EMPLOYEE | $52,519 | not reported in the loaded dataset | 2023 |
| Shannon Wood | EMPLOYEE | $50,742 | not reported in the loaded dataset | 2023 |
| Amanda Cook | EMPLOYEE | $44,231 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $40,114 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc. | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | NONE | $31,864 | not reported in the loaded dataset | 2023 |
| Sackrider & Company, Inc. | NONE | $28,680 | not reported in the loaded dataset | 2023 |
| Neuberger Berman Investment Adviser | NONE | $28,063 | not reported in the loaded dataset | 2023 |
| Union Bank & Trust | NONE | $19,617 | not reported in the loaded dataset | 2023 |
| Ta Realty, LLC | NONE | $18,790 | not reported in the loaded dataset | 2023 |
| English & Klotz, Inc. | NONE | $13,397 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $11,143 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pipe Trades Industry Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Terre Haute, IN
- United Healthcare Group — Schedule C compensation
- Anthem Insurance Companies, Inc. — Schedule C compensation
- R & E Software Design — Schedule C compensation
- Stephanie Morgan — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Med-Care Management, Inc. — Schedule C compensation
- Susan Bailey — Schedule C compensation
- Megan Lucas — Schedule C compensation
- Brittany Milner — Schedule C compensation
- Sarah Decker — Schedule C compensation
- Shannon Wood — Schedule C compensation
- Amanda Cook — Schedule C compensation
- The Segal Company — Schedule C compensation
- Standard Valuations, Inc. — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Sackrider & Company, Inc. — Schedule C compensation
- Neuberger Berman Investment Adviser — Schedule C compensation
- Union Bank & Trust — Schedule C compensation
- Ta Realty, LLC — Schedule C compensation
- English & Klotz, Inc. — Schedule C compensation
- Tic International Corporation — Schedule C compensation