Plumbers & Steamfitters Local Union 248 Health And Welfare Fund — Form 5500 plan (Trustees Plumbers & Steamfitters L 248 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, Plumbers & Steamfitters Local Union 248 Health And Welfare Fund is a benefit plan reported by Trustees Plumbers & Steamfitters L 248 Health And Welfare Fund under EIN 61-6038481 and plan number 501. The latest loaded filing year is 2023. The filing reports 501 participants and $9,998,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Plumbers & Steamfitters L 248 Health And Welfare Fund
- EIN
- 61-6038481
- Plan number
- 501
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 501
- End-of-year plan assets
- $9,998,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 501 | H, C | 20250317133007NAL0002963376004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,998,208
- Total liabilities (EOY)
- $578,408
- Net assets (EOY)
- $9,419,800
- Net assets (BOY)
- $8,296,183
Income & contributions
- Employer contributions
- $6,065,626
- Participant contributions
- $687,671
- Total contributions
- $6,753,297
- Total income / additions
- $7,510,324
Expenses & distributions
- Benefits paid
- $6,143,282
- Administrative expenses
- $243,425
- Total expenses
- $6,386,707
- Net increase / (decrease)
- $1,123,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross Blue Shield | CLAIMS ADMINISTRATOR | $196,552 | not reported in the loaded dataset | 2023 |
| Umr | CONTRACT ADMINISTRATOR | $93,266 | not reported in the loaded dataset | 2023 |
| Usi Insurance Services | CONSULTING | $37,500 | not reported in the loaded dataset | 2023 |
| Melissa Logan | PLAN EMPLOYEE | $31,221 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | ATTORNEY | $20,987 | not reported in the loaded dataset | 2023 |
| Standard Valuations | INVESTMENT CONSULTING | $16,367 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITING | $8,000 | not reported in the loaded dataset | 2023 |
| Peoples Bank | CUSTODIAN | $6,391 | not reported in the loaded dataset | 2023 |
| Osborn Carriero & Associates | ACTUARIAL | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Plumbers & Steamfitters L 248 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Umr — Schedule C compensation
- Usi Insurance Services — Schedule C compensation
- Melissa Logan — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- Peoples Bank — Schedule C compensation
- Osborn Carriero & Associates — Schedule C compensation