Pipe Fitters Welfare Fund, Local 597 — Form 5500 plan (Trustees Of Pipe Fitters 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, Pipe Fitters Welfare Fund, Local 597 is a benefit plan reported by Trustees Of Pipe Fitters Welfare Fund under EIN 36-2141703 and plan number 501. The latest loaded filing year is 2023. The filing reports 10,315 participants and $320,491,936 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Pipe Fitters Welfare Fund
- EIN
- 36-2141703
- Plan number
- 501
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 10,315
- End-of-year plan assets
- $320,491,936
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,315 | H, C | 20241010152646NAL0011659827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $320,491,936
- Total liabilities (EOY)
- $12,107,436
- Net assets (EOY)
- $308,384,500
- Net assets (BOY)
- $278,929,756
Income & contributions
- Employer contributions
- $139,862,244
- Participant contributions
- $11,787,356
- Total contributions
- $151,649,600
- Total income / additions
- $195,408,295
Expenses & distributions
- Benefits paid
- $162,254,984
- Administrative expenses
- $3,698,567
- Total expenses
- $165,953,551
- Net increase / (decrease)
- $29,454,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marathon Health LLC | NONE | $2,921,592 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $2,781,164 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Illinois | NONE | $2,714,694 | $0 | 2023 |
| The Segal Company | NONE | $23,829 | $451,248 | 2023 |
| National Investment Services, Inc. | NONE | $308,460 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $299,034 | $4,977 | 2023 |
| Rx Savings Solutions | NONE | $265,075 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $235,882 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Il | NONE | $215,825 | not reported in the loaded dataset | 2023 |
| Kepro | NONE | $155,577 | not reported in the loaded dataset | 2023 |
| Costin, Hammel & Leake, L.L.C. | NONE | $149,441 | not reported in the loaded dataset | 2023 |
| Nichole Linhardt | EMPLOYEE | $145,105 | not reported in the loaded dataset | 2023 |
| Katie Colbert | EMPLOYEE | $134,471 | not reported in the loaded dataset | 2023 |
| Catherine Tyree | EMPLOYEE | $124,418 | not reported in the loaded dataset | 2023 |
| Red-Card Systems, LLC | NONE | $119,445 | $4,150 | 2023 |
| Colleen Moriarty | EMPLOYEE | $108,640 | not reported in the loaded dataset | 2023 |
| Silvia Moreno | EMPLOYEE | $93,754 | not reported in the loaded dataset | 2023 |
| Sheila Jackson | EMPLOYEE | $86,980 | not reported in the loaded dataset | 2023 |
| Colette Azzaro | EMPLOYEE | $86,630 | not reported in the loaded dataset | 2023 |
| Cassandra Tyree | EMPLOYEE | $81,476 | not reported in the loaded dataset | 2023 |
| Mary Beth Tytus | EMPLOYEE | $75,904 | not reported in the loaded dataset | 2023 |
| Gaile Hogue | EMPLOYEE | $61,278 | not reported in the loaded dataset | 2023 |
| Bond Brothers | NONE | $56,122 | not reported in the loaded dataset | 2023 |
| Phillip Hayes | EMPLOYEE | $52,861 | not reported in the loaded dataset | 2023 |
| Eyemed Vision Care | NONE | $45,651 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $44,862 | not reported in the loaded dataset | 2023 |
| Carly Flaherty | EMPLOYEE | $38,659 | not reported in the loaded dataset | 2023 |
| Lauren Bal | EMPLOYEE | $36,219 | not reported in the loaded dataset | 2023 |
| Kaitlyn Sheehan | EMPLOYEE | $36,196 | not reported in the loaded dataset | 2023 |
| Dana Garrett | EMPLOYEE | $35,974 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adv. | NONE | $34,500 | not reported in the loaded dataset | 2023 |
| Laura Gunaka | EMPLOYEE | $34,042 | not reported in the loaded dataset | 2023 |
| Pitney Bowes Inc. | NONE | $32,247 | not reported in the loaded dataset | 2023 |
| Single Click It | NONE | $25,540 | not reported in the loaded dataset | 2023 |
| Midwest Employee Benefit Funds | NONE | $11,389 | not reported in the loaded dataset | 2023 |
| Change Healthcare | NONE | $10,657 | not reported in the loaded dataset | 2023 |
| Isler Dare | NONE | $10,422 | not reported in the loaded dataset | 2023 |
| Green Light | NONE | $10,121 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $0 | $10,095 | 2023 |
| Northern Trust Corporation | NONE | $9,759 | $0 | 2023 |
| Comerica Bank | NONE | $8,549 | $0 | 2023 |
| Datamation Imaging Services | NONE | $5,199 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Pipe Fitters Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Marathon Health LLC — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- The Segal Company — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Rx Savings Solutions — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Delta Dental Of Il — Schedule C compensation
- Kepro — Schedule C compensation
- Costin, Hammel & Leake, L.L.C. — Schedule C compensation
- Nichole Linhardt — Schedule C compensation
- Katie Colbert — Schedule C compensation
- Catherine Tyree — Schedule C compensation
- Red-Card Systems, LLC — Schedule C compensation
- Colleen Moriarty — Schedule C compensation
- Silvia Moreno — Schedule C compensation
- Sheila Jackson — Schedule C compensation
- Colette Azzaro — Schedule C compensation
- Cassandra Tyree — Schedule C compensation
- Mary Beth Tytus — Schedule C compensation
- Gaile Hogue — Schedule C compensation
- Bond Brothers — Schedule C compensation
- Phillip Hayes — Schedule C compensation
- Eyemed Vision Care — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Carly Flaherty — Schedule C compensation
- Lauren Bal — Schedule C compensation
- Kaitlyn Sheehan — Schedule C compensation
- Dana Garrett — Schedule C compensation
- Strategic Capital Investment Adv. — Schedule C compensation
- Laura Gunaka — Schedule C compensation
- Pitney Bowes Inc. — Schedule C compensation
- Single Click It — Schedule C compensation
- Midwest Employee Benefit Funds — Schedule C compensation
- Change Healthcare — Schedule C compensation
- Isler Dare — Schedule C compensation
- Green Light — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Datamation Imaging Services — Schedule C compensation