West Virginia Plumbers And Steamfitters Local 152 — Form 5500 plan (West Virginia Plumbers And Steamfitters Local 152)
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, West Virginia Plumbers And Steamfitters Local 152 is a benefit plan reported by West Virginia Plumbers And Steamfitters Local 152 under EIN 55-6025364 and plan number 501. The latest loaded filing year is 2023. The filing reports 342 participants and $3,316,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Virginia Plumbers And Steamfitters Local 152
- EIN
- 55-6025364
- Plan number
- 501
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $3,316,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20250302100222NAL0002496499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,316,128
- Total liabilities (EOY)
- $708,512
- Net assets (EOY)
- $2,607,616
- Net assets (BOY)
- $2,356,875
Income & contributions
- Employer contributions
- $4,241,919
- Participant contributions
- $740,699
- Total contributions
- $4,982,618
- Total income / additions
- $5,074,106
Expenses & distributions
- Benefits paid
- $4,527,208
- Administrative expenses
- $296,157
- Total expenses
- $4,823,365
- Net increase / (decrease)
- $250,741
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Union Labor Life Insurance Co | NONE | $257,621 | not reported in the loaded dataset | 2023 |
| Community Insurance Company | NONE | $193,270 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | NONE | $131,392 | not reported in the loaded dataset | 2023 |
| Labor First LLC | NONE | $50,310 | not reported in the loaded dataset | 2023 |
| Gray, Griffith And Mays | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Kramer Warner Associates, Inc | NONE | $13,011 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $8,674 | not reported in the loaded dataset | 2023 |
| Standard Valuations | NONE | $8,250 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| John F. Dascoli | NONE | $5,908 | not reported in the loaded dataset | 2023 |
| Huntington Bank | NONE | $5,887 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Virginia Plumbers And Steamfitters Local 152
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- Union Labor Life Insurance Co — Schedule C compensation
- Community Insurance Company — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Labor First LLC — Schedule C compensation
- Gray, Griffith And Mays — Schedule C compensation
- Kramer Warner Associates, Inc — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Standard Valuations — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- John F. Dascoli — Schedule C compensation
- Huntington Bank — Schedule C compensation