U.A. Local Union 85 Health & Welfare Fund — Form 5500 plan (Joint Board Of Trustees Plumbers & Pipefitters 85 Health & Welfare)
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, U.A. Local Union 85 Health & Welfare Fund is a benefit plan reported by Joint Board Of Trustees Plumbers & Pipefitters 85 Health & Welfare under EIN 38-1525304 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,019 participants and $30,809,905 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Plumbers & Pipefitters 85 Health & Welfare
- EIN
- 38-1525304
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,019
- End-of-year plan assets
- $30,809,905
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,019 | H, C | 20241014113010NAL0013204627007 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,809,905
- Total liabilities (EOY)
- $7,337,460
- Net assets (EOY)
- $23,472,445
- Net assets (BOY)
- $21,788,969
Income & contributions
- Employer contributions
- $11,057,077
- Participant contributions
- $1,598,563
- Total contributions
- $12,655,640
- Total income / additions
- $15,145,725
Expenses & distributions
- Benefits paid
- $12,958,530
- Administrative expenses
- $503,719
- Total expenses
- $13,462,249
- Net increase / (decrease)
- $1,683,476
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $1,016,812 | $0 | 2023 |
| Union Labor Life Insurance Company | NONE | $414,493 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $282,421 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Co. | NONE | $198,349 | not reported in the loaded dataset | 2023 |
| Novara, Tesija & Catenacci, Pllc | NONE | $109,845 | not reported in the loaded dataset | 2023 |
| Plumbers & Pipefitters Ua Local 85 | CONTRIBUTING EMPLOYER | $57,281 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $20,009 | not reported in the loaded dataset | 2023 |
| Reimold Printing | NONE | $16,306 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway, & Nichols | NONE | $14,442 | not reported in the loaded dataset | 2023 |
| Macqueen And Associates | NONE | $13,999 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $13,642 | not reported in the loaded dataset | 2023 |
| Tfbc, LLC | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Medtipster | NONE | $10,937 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Plumbers & Pipefitters 85 Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Metropolitan Life Insurance Co. — Schedule C compensation
- Novara, Tesija & Catenacci, Pllc — Schedule C compensation
- Plumbers & Pipefitters Ua Local 85 — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- Reimold Printing — Schedule C compensation
- Stefansky, Holloway, & Nichols — Schedule C compensation
- Macqueen And Associates — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Tfbc, LLC — Schedule C compensation
- Medtipster — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation