Plumbers & Pipefitters Local 23 U.A. Health & Welfare Fund — Form 5500 plan (The Board Of Trustees Of The Plumbers & Pipefitters Local 23 Ua H & W)
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 23 U.A. Health & Welfare Fund is a benefit plan reported by The Board Of Trustees Of The Plumbers & Pipefitters Local 23 Ua H & W under EIN 36-6110305 and plan number 501. The latest loaded filing year is 2023. The filing reports 713 participants and $32,453,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Plumbers & Pipefitters Local 23 Ua H & W
- EIN
- 36-6110305
- Plan number
- 501
- Plan type
- 1
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 713
- End-of-year plan assets
- $32,453,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 713 | H, C | 20241002090502NAL0014005792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,453,221
- Total liabilities (EOY)
- $2,139,460
- Net assets (EOY)
- $30,313,761
- Net assets (BOY)
- $26,813,580
Income & contributions
- Employer contributions
- $11,997,188
- Participant contributions
- $752,325
- Total contributions
- $12,749,513
- Total income / additions
- $16,640,927
Expenses & distributions
- Benefits paid
- $12,336,232
- Administrative expenses
- $804,514
- Total expenses
- $13,140,746
- Net increase / (decrease)
- $3,500,181
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sav-Rx Prescription Services | NONE | $1,722,635 | not reported in the loaded dataset | 2023 |
| Everside Health LLC | NONE | $603,025 | not reported in the loaded dataset | 2023 |
| Benefits Management Group, Inc. | NONE | $310,353 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Il | NONE | $293,184 | $1 | 2023 |
| Nyruck Syphommarath | EMPLOYEE | $90,209 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $54,886 | not reported in the loaded dataset | 2023 |
| Johnson & Krol LLC | NONE | $49,176 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $43,735 | not reported in the loaded dataset | 2023 |
| Tfbc, LLC | NONE | $43,146 | not reported in the loaded dataset | 2023 |
| Natl Investment Services Of America | NONE | $40,510 | not reported in the loaded dataset | 2023 |
| Valenz Care | NONE | $38,269 | not reported in the loaded dataset | 2023 |
| Strategic Capital Inv. Advisors | NONE | $20,500 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $15,605 | $0 | 2023 |
| Delta Dental Of Illinois | NONE | $12,284 | not reported in the loaded dataset | 2023 |
| Employee Resource Systems | NONE | $8,665 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $8,449 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Plumbers & Pipefitters Local 23 Ua H & W
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Sav-Rx Prescription Services — Schedule C compensation
- Everside Health LLC — Schedule C compensation
- Benefits Management Group, Inc. — Schedule C compensation
- Blue Cross Blue Shield Of Il — Schedule C compensation
- Nyruck Syphommarath — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Johnson & Krol LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Tfbc, LLC — Schedule C compensation
- Natl Investment Services Of America — Schedule C compensation
- Valenz Care — Schedule C compensation
- Strategic Capital Inv. Advisors — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Delta Dental Of Illinois — Schedule C compensation
- Employee Resource Systems — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation