Retiree Medical Plan Of The Plumbers' Welfare Fund Local 130, U.A. — Form 5500 plan (Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.)
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, Retiree Medical Plan Of The Plumbers' Welfare Fund Local 130, U.A. is a benefit plan reported by Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A. under EIN 36-4026252 and plan number 503. The latest loaded filing year is 2023. The filing reports 2,589 participants and $66,267,810 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.
- EIN
- 36-4026252
- Plan number
- 503
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 2,589
- End-of-year plan assets
- $66,267,810
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,589 | H, C | 20250310093713NAL0016109761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,267,810
- Total liabilities (EOY)
- $3,561,341
- Net assets (EOY)
- $62,706,469
- Net assets (BOY)
- $62,165,881
Income & contributions
- Employer contributions
- $9,087,706
- Participant contributions
- $3,155,429
- Total contributions
- $12,243,135
- Total income / additions
- $20,648,229
Expenses & distributions
- Benefits paid
- $19,226,419
- Administrative expenses
- $881,222
- Total expenses
- $20,107,641
- Net increase / (decrease)
- $540,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marathon Health, LLC | NONE | $588,071 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $390,500 | not reported in the loaded dataset | 2023 |
| Union Eyes, LLC | NONE | $252,271 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Il | NONE | $240,858 | $0 | 2023 |
| Joseph Ohm | EMPLOYEE | $95,755 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $75,828 | $0 | 2023 |
| The Segal Company (Midwest), Inc. | NONE | $68,740 | not reported in the loaded dataset | 2023 |
| Graciela Delgado | EMPLOYEE | $58,966 | not reported in the loaded dataset | 2023 |
| Lisa Surdyk | EMPLOYEE | $47,863 | not reported in the loaded dataset | 2023 |
| Lisa Bowe | EMPLOYEE | $46,587 | not reported in the loaded dataset | 2023 |
| Maridza Torres-Ramos | EMPLOYEE | $46,074 | not reported in the loaded dataset | 2023 |
| Natl Invstmt Services Of America | NONE | $38,645 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $36,353 | not reported in the loaded dataset | 2023 |
| Maire O'Brien | EMPLOYEE | $35,011 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Illinois | NONE | $34,698 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $32,777 | not reported in the loaded dataset | 2023 |
| Optum Financial, Inc. | NONE | $32,239 | not reported in the loaded dataset | 2023 |
| Nancy Jones | EMPLOYEE | $29,813 | not reported in the loaded dataset | 2023 |
| Datamation Imaging | NONE | $17,935 | not reported in the loaded dataset | 2023 |
| Gregorio, Stec, Klein & Hose | NONE | $16,033 | not reported in the loaded dataset | 2023 |
| Eyemed Vision Care LLC | NONE | $14,036 | not reported in the loaded dataset | 2023 |
| Laner Muchin, Ltd. | NONE | $12,742 | not reported in the loaded dataset | 2023 |
| Hines & Associates, Inc. | NONE | $10,619 | not reported in the loaded dataset | 2023 |
| Zelis Payments Holding LLC | NONE | $9,522 | $0 | 2023 |
| Strategic Capital Inv Advisors | NONE | $8,193 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $7,417 | $0 | 2023 |
| Morgan Birge & Associates, Inc. | NONE | $4,304 | $0 | 2023 |
| Bmo Bank, Na | NONE | $3,347 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.
- 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
- Union Eyes, LLC — Schedule C compensation
- Blue Cross Blue Shield Of Il — Schedule C compensation
- Joseph Ohm — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- The Segal Company (Midwest), Inc. — Schedule C compensation
- Graciela Delgado — Schedule C compensation
- Lisa Surdyk — Schedule C compensation
- Lisa Bowe — Schedule C compensation
- Maridza Torres-Ramos — Schedule C compensation
- Natl Invstmt Services Of America — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Maire O'Brien — Schedule C compensation
- Delta Dental Of Illinois — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Optum Financial, Inc. — Schedule C compensation
- Nancy Jones — Schedule C compensation
- Datamation Imaging — Schedule C compensation
- Gregorio, Stec, Klein & Hose — Schedule C compensation
- Eyemed Vision Care LLC — Schedule C compensation
- Laner Muchin, Ltd. — Schedule C compensation
- Hines & Associates, Inc. — Schedule C compensation
- Zelis Payments Holding LLC — Schedule C compensation
- Strategic Capital Inv Advisors — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Morgan Birge & Associates, Inc. — Schedule C compensation
- Bmo Bank, Na — Schedule C compensation