Jacksonville Plumbers And Pipefitters Health And Welfare Fund — Form 5500 plan (Jacksonville Plumbers And Pipefitters Health And 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, Jacksonville Plumbers And Pipefitters Health And Welfare Fund is a benefit plan reported by Jacksonville Plumbers And Pipefitters Health And Welfare Fund under EIN 59-0810108 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,187 participants and $30,127,467 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jacksonville Plumbers And Pipefitters Health And Welfare Fund
- EIN
- 59-0810108
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,187
- End-of-year plan assets
- $30,127,467
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,187 | H, C | 20250616172505NAL0000615715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,127,467
- Total liabilities (EOY)
- $11,933,650
- Net assets (EOY)
- $18,193,817
- Net assets (BOY)
- $15,346,764
Income & contributions
- Employer contributions
- $14,951,551
- Participant contributions
- $440,400
- Total contributions
- $15,391,951
- Total income / additions
- $17,724,306
Expenses & distributions
- Benefits paid
- $14,386,933
- Administrative expenses
- $490,320
- Total expenses
- $14,877,253
- Net increase / (decrease)
- $2,847,053
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefits Administrators | NONE | $255,200 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co. | NONE | $44,303 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company, LLC | NONE | $39,433 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Venable Law Firm, P.A | NONE | $11,400 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jacksonville Plumbers And Pipefitters Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefits Administrators — Schedule C compensation
- Lapadula Carlson & Co. — Schedule C compensation
- Loomis Sayles Trust Company, LLC — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Venable Law Firm, P.A — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation