Plumbers And Pipefitters Local Union No. 803 Health And Welfare Fund — Form 5500 plan (Bd Of Trustees Of Ppf Local 803 H&W 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 And Pipefitters Local Union No. 803 Health And Welfare Fund is a benefit plan reported by Bd Of Trustees Of Ppf Local 803 H&W Fund under EIN 59-6152618 and plan number 501. The latest loaded filing year is 2023. The filing reports 353 participants and $13,176,452 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Of Ppf Local 803 H&W Fund
- EIN
- 59-6152618
- Plan number
- 501
- Plan type
- 1
- Location
- Fleming Island, FL
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $13,176,452
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20250512163939NAL0012837267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,176,452
- Total liabilities (EOY)
- $322,579
- Net assets (EOY)
- $12,853,873
- Net assets (BOY)
- $11,710,815
Income & contributions
- Employer contributions
- $4,849,434
- Participant contributions
- $157,246
- Total contributions
- $5,006,680
- Total income / additions
- $5,793,046
Expenses & distributions
- Benefits paid
- $4,349,404
- Administrative expenses
- $300,584
- Total expenses
- $4,649,988
- Net increase / (decrease)
- $1,143,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arorx Savings | NONE | $194,367 | not reported in the loaded dataset | 2023 |
| United Healthcare | NONE | $168,281 | $689 | 2023 |
| Acrisure | NONE | $64,665 | $57,363 | 2023 |
| National Employee Benefits Administ | NONE | $121,949 | not reported in the loaded dataset | 2023 |
| Drexi Rx | NONE | $37,710 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $27,797 | not reported in the loaded dataset | 2023 |
| Medexpert | NONE | $15,173 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Picard & Ca | NONE | $14,891 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $10,965 | $0 | 2023 |
| Procare Pharmacy Benefit Manager | NONE | $6,400 | not reported in the loaded dataset | 2023 |
| Southern Actuarial Services Co. Inc | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Of Ppf Local 803 H&W Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fleming Island, FL
- Arorx Savings — Schedule C compensation
- United Healthcare — Schedule C compensation
- Acrisure — Schedule C compensation
- National Employee Benefits Administ — Schedule C compensation
- Drexi Rx — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Medexpert — Schedule C compensation
- Robein, Urann, Spencer, Picard & Ca — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Procare Pharmacy Benefit Manager — Schedule C compensation
- Southern Actuarial Services Co. Inc — Schedule C compensation