Plumbers, Pipefitters, Refrigeration Workers Service Techs Local 434 Health & Welfare Trust — Form 5500 plan (Local 434 Health & Welfare Fund Workers And Service Techs)
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, Refrigeration Workers Service Techs Local 434 Health & Welfare Trust is a benefit plan reported by Local 434 Health & Welfare Fund Workers And Service Techs under EIN 39-1856935 and plan number 501. The latest loaded filing year is 2023. The filing reports 952 participants and $37,861,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 434 Health & Welfare Fund Workers And Service Techs
- EIN
- 39-1856935
- Plan number
- 501
- Plan type
- 1
- Location
- Mosinee, WI
- Latest filing year
- 2023
- Participants
- 952
- End-of-year plan assets
- $37,861,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 952 | H, C | 20250226090007NAL0000856033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,861,356
- Total liabilities (EOY)
- $13,821,152
- Net assets (EOY)
- $24,040,204
- Net assets (BOY)
- $19,809,123
Income & contributions
- Employer contributions
- $18,055,004
- Participant contributions
- $1,152,122
- Total contributions
- $19,207,126
- Total income / additions
- $22,497,135
Expenses & distributions
- Benefits paid
- $16,432,960
- Administrative expenses
- $1,833,094
- Total expenses
- $18,266,054
- Net increase / (decrease)
- $4,231,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Wisconsin | NONE | $428,036 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | NONE | $376,633 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $86,425 | not reported in the loaded dataset | 2023 |
| Reinhart, Boerner & Van Deuren | NONE | $57,628 | not reported in the loaded dataset | 2023 |
| Case Management Specialists | NONE | $56,534 | not reported in the loaded dataset | 2023 |
| Rmb Capital Management, LLC | NONE | $41,642 | not reported in the loaded dataset | 2023 |
| Andco Consulting, LLC | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Bauman Associates, Ltd. | NONE | $28,170 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $17,091 | not reported in the loaded dataset | 2023 |
| Associated Trust Company | NONE | $10,565 | not reported in the loaded dataset | 2023 |
| Fr Secure LLC | NONE | $8,250 | not reported in the loaded dataset | 2023 |
| Combined Crafts | NONE | $7,368 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 434 Health & Welfare Fund Workers And Service Techs
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Mosinee, WI
- Blue Cross Blue Shield Of Wisconsin — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Segal — Schedule C compensation
- Reinhart, Boerner & Van Deuren — Schedule C compensation
- Case Management Specialists — Schedule C compensation
- Rmb Capital Management, LLC — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- Bauman Associates, Ltd. — Schedule C compensation
- Delta Dental — Schedule C compensation
- Associated Trust Company — Schedule C compensation
- Fr Secure LLC — Schedule C compensation
- Combined Crafts — Schedule C compensation