Plumbers Local 360 Health And Welfare Fund — Form 5500 plan (Plumbers Local 360 Health & 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 Local 360 Health And Welfare Fund is a benefit plan reported by Plumbers Local 360 Health & Welfare Fund under EIN 37-1194764 and plan number 501. The latest loaded filing year is 2023. The filing reports 169 participants and $2,117,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local 360 Health & Welfare Fund
- EIN
- 37-1194764
- Plan number
- 501
- Plan type
- 1
- Location
- Collinsville, IL
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $2,117,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241015160836NAL0030290145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,117,654
- Total liabilities (EOY)
- $266,851
- Net assets (EOY)
- $1,850,803
- Net assets (BOY)
- $1,254,692
Income & contributions
- Employer contributions
- $2,572,561
- Participant contributions
- $192,895
- Total contributions
- $2,765,456
- Total income / additions
- $2,944,294
Expenses & distributions
- Benefits paid
- $2,119,693
- Administrative expenses
- $228,490
- Total expenses
- $2,348,183
- Net increase / (decrease)
- $596,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health | NONE | $87,953 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $58,131 | not reported in the loaded dataset | 2023 |
| J.W. Terrill - Marsh & Mclennan | NONE | $18,265 | not reported in the loaded dataset | 2023 |
| Hammond, Shinner, Turcotte, Larrew | NONE | $17,848 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Illinois | NONE | $10,459 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $9,339 | not reported in the loaded dataset | 2023 |
| Buffi Gass | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local 360 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Collinsville, IL
- Meritain Health — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation
- J.W. Terrill - Marsh & Mclennan — Schedule C compensation
- Hammond, Shinner, Turcotte, Larrew — Schedule C compensation
- Delta Dental Of Illinois — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Buffi Gass — Schedule C compensation