Plumbers & Steamfitters Local 440 H&W Plan — Form 5500 plan (Trustees Of Plumbers/Steamfitters Local 440 Health & 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, Plumbers & Steamfitters Local 440 H&W Plan is a benefit plan reported by Trustees Of Plumbers/Steamfitters Local 440 Health & Welfare Plan under EIN 35-1899607 and plan number 502. The latest loaded filing year is 2023. The filing reports 2,178 participants and $53,864,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers/Steamfitters Local 440 Health & Welfare Plan
- EIN
- 35-1899607
- Plan number
- 502
- Plan type
- 1
- Location
- Lafayette, IN
- Latest filing year
- 2023
- Participants
- 2,178
- End-of-year plan assets
- $53,864,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,178 | H, C | 20241226151506NAL0012895841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,864,036
- Total liabilities (EOY)
- $24,939,655
- Net assets (EOY)
- $28,924,381
- Net assets (BOY)
- $19,145,101
Income & contributions
- Employer contributions
- $41,486,094
- Participant contributions
- $2,512,412
- Total contributions
- $43,998,506
- Total income / additions
- $47,588,773
Expenses & distributions
- Benefits paid
- $35,647,859
- Administrative expenses
- $2,161,634
- Total expenses
- $37,809,493
- Net increase / (decrease)
- $9,779,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Labor First | NONE | $2,009,794 | not reported in the loaded dataset | 2023 |
| Everside Health LLC | NONE | $1,580,013 | not reported in the loaded dataset | 2023 |
| Anthem Insurance Companies | NONE | $930,469 | not reported in the loaded dataset | 2023 |
| S.C. Miller & Company | NONE | $659,872 | not reported in the loaded dataset | 2023 |
| Hines & Associates | NONE | $154,697 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $78,174 | not reported in the loaded dataset | 2023 |
| Sword Health Inc | NONE | $68,900 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $64,567 | not reported in the loaded dataset | 2023 |
| Red-Card Systems, LLC | NONE | $44,630 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $38,439 | not reported in the loaded dataset | 2023 |
| Blackhorse | NONE | $35,461 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $31,796 | not reported in the loaded dataset | 2023 |
| Save-Rx | NONE | $28,871 | not reported in the loaded dataset | 2023 |
| Mariner Institutional, Fka Andco | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, Llp | NONE | $15,802 | not reported in the loaded dataset | 2023 |
| The Mail Group | NONE | $13,280 | not reported in the loaded dataset | 2023 |
| Benefit Bridgeway Solutions | NONE | $6,381 | not reported in the loaded dataset | 2023 |
| Forms Tech | NONE | $5,645 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers/Steamfitters Local 440 Health & Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Lafayette, IN
- Labor First — Schedule C compensation
- Everside Health LLC — Schedule C compensation
- Anthem Insurance Companies — Schedule C compensation
- S.C. Miller & Company — Schedule C compensation
- Hines & Associates — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Sword Health Inc — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Red-Card Systems, LLC — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Blackhorse — Schedule C compensation
- Regions Bank — Schedule C compensation
- Save-Rx — Schedule C compensation
- Mariner Institutional, Fka Andco — Schedule C compensation
- L.M. Henderson & Company, Llp — Schedule C compensation
- The Mail Group — Schedule C compensation
- Benefit Bridgeway Solutions — Schedule C compensation
- Forms Tech — Schedule C compensation