Plumbers & Pipefitters Locals 502 & 633 Health & W — Form 5500 plan (Trustees Of Plumbers & Pipefitters Local 502 & 633 Health & Welfare Tr)
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 & Pipefitters Locals 502 & 633 Health & W is a benefit plan reported by Trustees Of Plumbers & Pipefitters Local 502 & 633 Health & Welfare Tr under EIN 61-0655187 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,223 participants and $70,001,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers & Pipefitters Local 502 & 633 Health & Welfare Tr
- EIN
- 61-0655187
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 2,223
- End-of-year plan assets
- $70,001,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,223 | H, C | 20250515163139NAL0014890355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,001,513
- Total liabilities (EOY)
- $4,989,951
- Net assets (EOY)
- $65,011,562
- Net assets (BOY)
- $50,905,093
Income & contributions
- Employer contributions
- $42,053,866
- Participant contributions
- $4,373,365
- Total contributions
- $46,427,231
- Total income / additions
- $52,403,401
Expenses & distributions
- Benefits paid
- $37,378,511
- Administrative expenses
- $918,421
- Total expenses
- $38,296,932
- Net increase / (decrease)
- $14,106,469
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Health Plans Of Kentucky Inc | NONE | $735,775 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $718,746 | not reported in the loaded dataset | 2023 |
| Proactive Md | NONE | $680,134 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $602,765 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $119,071 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $70,373 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $63,586 | not reported in the loaded dataset | 2023 |
| Johnson & Krol LLC | NONE | $46,890 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Company | NONE | $26,326 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $25,877 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $23,973 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $15,752 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $11,387 | 2023 |
| Stockyards Bank | NONE | $6,360 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $6,245 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers & Pipefitters Local 502 & 633 Health & Welfare Tr
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Anthem Health Plans Of Kentucky Inc — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Proactive Md — Schedule C compensation
- Express Scripts — Schedule C compensation
- National Investment Services — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Johnson & Krol LLC — Schedule C compensation
- American Graphics Printing Company — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Stockyards Bank — Schedule C compensation
- Iron Mountain — Schedule C compensation