Tuscaloosa Plumbers & Steamfitters Local 372 Welfare Fund — Form 5500 plan (Tuscaloosa Plumbers & Steamfitters Local 372 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, Tuscaloosa Plumbers & Steamfitters Local 372 Welfare Fund is a benefit plan reported by Tuscaloosa Plumbers & Steamfitters Local 372 Welfare Fund under EIN 63-0267566 and plan number 501. The latest loaded filing year is 2023. The filing reports 239 participants and $12,308,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tuscaloosa Plumbers & Steamfitters Local 372 Welfare Fund
- EIN
- 63-0267566
- Plan number
- 501
- Plan type
- 1
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $12,308,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20250303085146NAL0003254403002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,308,373
- Total liabilities (EOY)
- $16,168
- Net assets (EOY)
- $12,292,205
- Net assets (BOY)
- $10,843,888
Income & contributions
- Employer contributions
- $3,049,414
- Participant contributions
- $141,733
- Total contributions
- $3,191,147
- Total income / additions
- $3,856,533
Expenses & distributions
- Benefits paid
- $2,270,210
- Administrative expenses
- $138,006
- Total expenses
- $2,408,216
- Net increase / (decrease)
- $1,448,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gulf States Consultants & Administr | NONE | $86,400 | not reported in the loaded dataset | 2023 |
| Way, Ray, Shelton & Co. Pc | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Blue Cross & Blue Shield Of Alabama | NONE | $14,813 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tuscaloosa Plumbers & Steamfitters Local 372 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Gulf States Consultants & Administr — Schedule C compensation
- Way, Ray, Shelton & Co. Pc — Schedule C compensation
- Blue Cross & Blue Shield Of Alabama — Schedule C compensation
- Reynolds Consulting — Schedule C compensation