Plumbing And Pipefitting Industry Health And Welfare Fund Of Kansas — Form 5500 plan (Plumbing And Pipefitting Industry Health And Welfare Fund Of Kansas)
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, Plumbing And Pipefitting Industry Health And Welfare Fund Of Kansas is a benefit plan reported by Plumbing And Pipefitting Industry Health And Welfare Fund Of Kansas under EIN 48-6127146 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,220 participants and $24,033,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbing And Pipefitting Industry Health And Welfare Fund Of Kansas
- EIN
- 48-6127146
- Plan number
- 501
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 1,220
- End-of-year plan assets
- $24,033,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,220 | H, C | 20250509074506NAL0013098721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,033,883
- Total liabilities (EOY)
- $2,495,339
- Net assets (EOY)
- $21,538,544
- Net assets (BOY)
- $17,611,258
Income & contributions
- Employer contributions
- $21,618,572
- Participant contributions
- $211,145
- Total contributions
- $21,829,717
- Total income / additions
- $22,918,993
Expenses & distributions
- Benefits paid
- $18,205,603
- Administrative expenses
- $786,104
- Total expenses
- $18,991,707
- Net increase / (decrease)
- $3,927,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | CLAIMS PROCESSING | $570,280 | not reported in the loaded dataset | 2023 |
| Bmgi | ADMINISTRATOR | $300,400 | not reported in the loaded dataset | 2023 |
| Spencer Fane | LEGAL | $200,066 | not reported in the loaded dataset | 2023 |
| Morrow & Co | AUDITOR | $66,286 | not reported in the loaded dataset | 2023 |
| Redstone Advisors | INVESTMENT ADVISOR | $56,047 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Ks | CLAIMS PROCESSING | $54,655 | not reported in the loaded dataset | 2023 |
| Emprise Bank | CUSTODIAN | $43,382 | not reported in the loaded dataset | 2023 |
| Taft-Hartley Services | CONSULTANT | $40,882 | not reported in the loaded dataset | 2023 |
| Sommers & Fahrenbach | PRINTING | $22,055 | not reported in the loaded dataset | 2023 |
| Union Insurance Group | INSURANCE PROVIDER | $15,364 | not reported in the loaded dataset | 2023 |
| Osborne Carreiro & Associates, Inc. | ACTUARY | $9,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbing And Pipefitting Industry Health And Welfare Fund Of Kansas
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Aetna — Schedule C compensation
- Bmgi — Schedule C compensation
- Spencer Fane — Schedule C compensation
- Morrow & Co — Schedule C compensation
- Redstone Advisors — Schedule C compensation
- Delta Dental Of Ks — Schedule C compensation
- Emprise Bank — Schedule C compensation
- Taft-Hartley Services — Schedule C compensation
- Sommers & Fahrenbach — Schedule C compensation
- Union Insurance Group — Schedule C compensation
- Osborne Carreiro & Associates, Inc. — Schedule C compensation