Plan5500

Ua Local 177 Plumbers & Steamfitters Health & Welfare Fund — Form 5500 plan (Plumbers & Steamfitters Local No. 177 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, Ua Local 177 Plumbers & Steamfitters Health & Welfare Fund is a benefit plan reported by Plumbers & Steamfitters Local No. 177 Health & Welfare Fund under EIN 58-0665496 and plan number 501. The latest loaded filing year is 2023. The filing reports 175 participants and $5,002,990 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.8MPlan net assets, end of year$4,789,590
Participants175Covered participants reported
Assets / participant$28.6KComputed: assets ÷ participants$28,589 (computed)
Provider compensation$197.6K3 Schedule C provider row(s)$197,642
Plan sponsor
Plumbers & Steamfitters Local No. 177 Health & Welfare Fund
EIN
58-0665496
Plan number
501
Plan type
1
Location
Goodlettsville, TN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    175 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5M total assets
Net assets$4.8MLiabilities$213.4K
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.8M
Benefits paid / distributions$1.6M
Contributions
Employer$2.2M
Participant$68.1K
Full reported line items

Net assets

Total assets (EOY)
$5,002,990
Total liabilities (EOY)
$213,400
Net assets (EOY)
$4,789,590
Net assets (BOY)
$4,137,327

Income & contributions

Employer contributions
$2,213,746
Participant contributions
$68,084
Total contributions
$2,281,830
Total income / additions
$2,495,739

Expenses & distributions

Benefits paid
$1,622,901
Administrative expenses
$220,575
Total expenses
$1,843,476
Net increase / (decrease)
$652,263
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 97%Participant 3%
Total expenses ÷ net assets38%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Provider comp. ÷ net assets4%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Anthem Blue Cross Blue Shield Of Ga$94K
    NONE · Direct $94K · Indirect $0
  2. 2
    Southern Benefit Administrators$91.9K
    NONE · Direct $91.9K
  3. 3
    Daniels Irwin & Aylor$11.8K
    NONE · Direct $11.8K

What to inspect next

Frequently asked questions

Who sponsors the Ua Local 177 Plumbers & Steamfitters Health & Welfare Fund?
Ua Local 177 Plumbers & Steamfitters Health & Welfare Fund is reported as sponsored by Plumbers & Steamfitters Local No. 177 Health & Welfare Fund (EIN 58-0665496, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ua Local 177 Plumbers & Steamfitters Health & Welfare Fund?
The latest Form 5500 filing year loaded for Ua Local 177 Plumbers & Steamfitters Health & Welfare Fund is 2023.
How many participants does Ua Local 177 Plumbers & Steamfitters Health & Welfare Fund report?
Ua Local 177 Plumbers & Steamfitters Health & Welfare Fund reports 175 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ua Local 177 Plumbers & Steamfitters Health & Welfare Fund?
Ua Local 177 Plumbers & Steamfitters Health & Welfare Fund reports $5,002,990 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages