Plumbers & Steamfitters Local 577 Health & Welfare Plan — Form 5500 plan (Board Of Trustees Plumbers Local 577 Health & Welfare 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 & Steamfitters Local 577 Health & Welfare Plan is a benefit plan reported by Board Of Trustees Plumbers Local 577 Health & Welfare Fund under EIN 55-6097177 and plan number 501. The latest loaded filing year is 2023. The filing reports 413 participants and $4,230,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers Local 577 Health & Welfare Fund
- EIN
- 55-6097177
- Plan number
- 501
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 413
- End-of-year plan assets
- $4,230,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 413 | H, C | 20250613133010NAL0017592609004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,230,432
- Total liabilities (EOY)
- $804,822
- Net assets (EOY)
- $3,425,610
- Net assets (BOY)
- $3,426,386
Income & contributions
- Employer contributions
- $6,392,762
- Participant contributions
- $617,235
- Total contributions
- $7,009,997
- Total income / additions
- $7,305,267
Expenses & distributions
- Benefits paid
- $6,945,942
- Administrative expenses
- $360,101
- Total expenses
- $7,306,043
- Net increase / (decrease)
- -$776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr | CONTRACT ADMINISTRATOR | $290,882 | not reported in the loaded dataset | 2023 |
| Madison Investment Management | INVESTMENT MANAGER | $23,834 | not reported in the loaded dataset | 2023 |
| Umr | CONSULTING | $15,224 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
| Herzfeld Suetholz Gastel Leniski | ATTORNEY | $6,889 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers Local 577 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Umr — Schedule C compensation
- Madison Investment Management — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- Herzfeld Suetholz Gastel Leniski — Schedule C compensation