Plumbers & Pipefitters Local 172 Welfare Fund — Form 5500 plan (Trustees Of Plumbers & Pipefitters Local 172 Welfare 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 172 Welfare Fund is a benefit plan reported by Trustees Of Plumbers & Pipefitters Local 172 Welfare Fund under EIN 35-6022383 and plan number 501. The latest loaded filing year is 2023. The filing reports 731 participants and $20,574,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers & Pipefitters Local 172 Welfare Fund
- EIN
- 35-6022383
- Plan number
- 501
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 731
- End-of-year plan assets
- $20,574,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 731 | H, C | 20241213185542NAL0008813715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,574,586
- Total liabilities (EOY)
- $1,755,422
- Net assets (EOY)
- $18,819,164
- Net assets (BOY)
- $14,808,323
Income & contributions
- Employer contributions
- $8,869,056
- Participant contributions
- $1,150,656
- Total contributions
- $10,019,712
- Total income / additions
- $12,296,411
Expenses & distributions
- Benefits paid
- $7,814,602
- Administrative expenses
- $470,968
- Total expenses
- $8,285,570
- Net increase / (decrease)
- $4,010,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everside Healthcare, LLC | NONE | $579,210 | not reported in the loaded dataset | 2023 |
| Anthem Insurance Companies, Inc | NONE | $263,833 | not reported in the loaded dataset | 2023 |
| Tic Midwest Administrative Solution | NONE | $148,447 | not reported in the loaded dataset | 2023 |
| Benefit Management Group, Inc | NONE | $68,307 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $58,776 | not reported in the loaded dataset | 2023 |
| Tfbc LLC | NONE | $53,185 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $51,973 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $27,247 | $1,763 | 2023 |
| Inetico, LLC (Dba Valenz Care) | NONE | $23,971 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $12,683 | $8,414 | 2023 |
| Strategic Cap Invest Advisors, Inc | NONE | $16,667 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Hunt Insurance Agency | NONE | $12,266 | not reported in the loaded dataset | 2023 |
| Sommers & Fahrenbach | NONE | $11,502 | not reported in the loaded dataset | 2023 |
| Employee Resource Systems | NONE | $11,059 | not reported in the loaded dataset | 2023 |
| Pillar Rx Consulting, LLC | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| Ted Windsor & Associates, LLC | NONE | $8,563 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, Na | NONE | $5,477 | $0 | 2023 |
| Amalgamated Bank Of Chicago | NONE | $4,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers & Pipefitters Local 172 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Everside Healthcare, LLC — Schedule C compensation
- Anthem Insurance Companies, Inc — Schedule C compensation
- Tic Midwest Administrative Solution — Schedule C compensation
- Benefit Management Group, Inc — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Tfbc LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Delta Dental — Schedule C compensation
- Inetico, LLC (Dba Valenz Care) — Schedule C compensation
- Optum Rx — Schedule C compensation
- Strategic Cap Invest Advisors, Inc — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Hunt Insurance Agency — Schedule C compensation
- Sommers & Fahrenbach — Schedule C compensation
- Employee Resource Systems — Schedule C compensation
- Pillar Rx Consulting, LLC — Schedule C compensation
- Ted Windsor & Associates, LLC — Schedule C compensation
- Jp Morgan Chase Bank, Na — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation