Plumbers & Fitters Local Union 295 Welfare Plan — Form 5500 plan (Trustees Plumbers & Fitters Local Union 295 Welfare Plan)
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 & Fitters Local Union 295 Welfare Plan is a benefit plan reported by Trustees Plumbers & Fitters Local Union 295 Welfare Plan under EIN 59-6134281 and plan number 501. The latest loaded filing year is 2023. The filing reports 306 participants and $6,461,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Plumbers & Fitters Local Union 295 Welfare Plan
- EIN
- 59-6134281
- Plan number
- 501
- Plan type
- 1
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $6,461,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20241012163915NAL0023703281002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,461,085
- Total liabilities (EOY)
- $886,824
- Net assets (EOY)
- $5,574,261
- Net assets (BOY)
- $5,185,615
Income & contributions
- Employer contributions
- $3,878,320
- Participant contributions
- $243,735
- Total contributions
- $4,122,055
- Total income / additions
- $4,578,737
Expenses & distributions
- Benefits paid
- $3,879,557
- Administrative expenses
- $310,534
- Total expenses
- $4,190,091
- Net increase / (decrease)
- $388,646
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Heathcare Shared Services | NONE | $108,165 | not reported in the loaded dataset | 2023 |
| National Employee Benefits Admin. | NONE | $65,349 | not reported in the loaded dataset | 2023 |
| Lassiter-Ware Inc. | NONE | $53,100 | $0 | 2023 |
| Karpus Investment Management | NONE | $51,004 | not reported in the loaded dataset | 2023 |
| Grail, LLC | NONE | $42,705 | not reported in the loaded dataset | 2023 |
| U.A. Of Journeymen & 295 Ppf | RELATED ORGANIZATION | $32,904 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $24,455 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc. | NONE | $12,565 | not reported in the loaded dataset | 2023 |
| Teladoc Health, Inc. | NONE | $11,141 | not reported in the loaded dataset | 2023 |
| Rightway Healthcare | NONE | $8,770 | not reported in the loaded dataset | 2023 |
| Pension Fund Evaluations Inc. | NONE | $5,875 | not reported in the loaded dataset | 2023 |
| Johnson & Caggia Law Group, Pa | NONE | $5,552 | not reported in the loaded dataset | 2023 |
| Part D Advisors, Inc. | NONE | $5,500 | not reported in the loaded dataset | 2023 |
| Southern Actuarial Services | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Plumbers & Fitters Local Union 295 Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- United Heathcare Shared Services — Schedule C compensation
- National Employee Benefits Admin. — Schedule C compensation
- Lassiter-Ware Inc. — Schedule C compensation
- Karpus Investment Management — Schedule C compensation
- Grail, LLC — Schedule C compensation
- U.A. Of Journeymen & 295 Ppf — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation
- Teladoc Health, Inc. — Schedule C compensation
- Rightway Healthcare — Schedule C compensation
- Pension Fund Evaluations Inc. — Schedule C compensation
- Johnson & Caggia Law Group, Pa — Schedule C compensation
- Part D Advisors, Inc. — Schedule C compensation
- Southern Actuarial Services — Schedule C compensation