Plumbers & Fitters Local 101 Health & Welfare Fund — Form 5500 plan (Plumbers & Fitters Local 101 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 & Fitters Local 101 Health & Welfare Fund is a benefit plan reported by Plumbers & Fitters Local 101 Health & Welfare Fund under EIN 37-6146889 and plan number 502. The latest loaded filing year is 2023. The filing reports 216 participants and $5,088,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Fitters Local 101 Health & Welfare Fund
- EIN
- 37-6146889
- Plan number
- 502
- Plan type
- 1
- Location
- Belleville, IL
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $5,088,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20241014165956NAL0026776817005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,088,081
- Total liabilities (EOY)
- $4,681,419
- Net assets (EOY)
- $406,662
- Net assets (BOY)
- $1,544,523
Income & contributions
- Employer contributions
- $3,710,819
- Participant contributions
- $34,793
- Total contributions
- $3,745,612
- Total income / additions
- $4,258,514
Expenses & distributions
- Benefits paid
- $5,263,711
- Administrative expenses
- $132,664
- Total expenses
- $5,396,375
- Net increase / (decrease)
- -$1,137,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Citizens Rx | PHARMACY BENEFIT MANAGEME | $965,991 | $0 | 2023 |
| Meritain Health | INSURANCE | $175,710 | not reported in the loaded dataset | 2023 |
| Plumb&Pipefitters Lu 25 Benefit Fd | ADMINISTRATION | $30,678 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency | CONSULTANT | $23,680 | not reported in the loaded dataset | 2023 |
| Scheffel Boyle | ACCOUNTING/AUDIT | $14,580 | not reported in the loaded dataset | 2023 |
| H&H Health Associates, Inc. | HEALTH CONSULTANT | $13,650 | not reported in the loaded dataset | 2023 |
| The Commerce Trust Company | INVESTMENT MANAGER | $11,244 | not reported in the loaded dataset | 2023 |
| Hammond & Shinners Pc | ATTORNEY | $8,272 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Fitters Local 101 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Belleville, IL
- Citizens Rx — Schedule C compensation
- Meritain Health — Schedule C compensation
- Plumb&Pipefitters Lu 25 Benefit Fd — Schedule C compensation
- Marsh & Mclennan Agency — Schedule C compensation
- Scheffel Boyle — Schedule C compensation
- H&H Health Associates, Inc. — Schedule C compensation
- The Commerce Trust Company — Schedule C compensation
- Hammond & Shinners Pc — Schedule C compensation