Plumbers & Pipefitters Medical Fund — Form 5500 plan (The Board Of Trustees Plumbers & Pipefitters Medical 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 & Pipefitters Medical Fund is a benefit plan reported by The Board Of Trustees Plumbers & Pipefitters Medical Fund under EIN 53-0190932 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,609 participants and $52,610,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Plumbers & Pipefitters Medical Fund
- EIN
- 53-0190932
- Plan number
- 501
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 1,609
- End-of-year plan assets
- $52,610,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,609 | H, C | 20241003175407NAL0010279025002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,610,890
- Total liabilities (EOY)
- $2,032,907
- Net assets (EOY)
- $50,577,983
- Net assets (BOY)
- $46,296,358
Income & contributions
- Employer contributions
- $20,005,957
- Participant contributions
- $1,176,014
- Total contributions
- $21,181,971
- Total income / additions
- $28,742,452
Expenses & distributions
- Benefits paid
- $23,088,786
- Administrative expenses
- $1,372,041
- Total expenses
- $24,460,827
- Net increase / (decrease)
- $4,281,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everside Health | NONE | $733,167 | $0 | 2023 |
| Carday Associates | NONE | $430,942 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $229,076 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $180,303 | not reported in the loaded dataset | 2023 |
| American Health Holdings | NONE | $83,811 | not reported in the loaded dataset | 2023 |
| Ncas | NONE | $67,093 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $64,000 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $45,131 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $26,445 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $21,521 | not reported in the loaded dataset | 2023 |
| Invesco Advisors Inc | NONE | $9,331 | $0 | 2023 |
| Amalgamated Bank | NONE | $6,033 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Plumbers & Pipefitters Medical Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Everside Health — Schedule C compensation
- Carday Associates — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- American Health Holdings — Schedule C compensation
- Ncas — Schedule C compensation
- Segal Company — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Invesco Advisors Inc — Schedule C compensation
- Amalgamated Bank — Schedule C compensation