Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund — Form 5500 plan (Plumbers & Steamfitters Local 760 Health & Welfare Trust 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 760 Health & Welfare Trust Fund is a benefit plan reported by Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund under EIN 63-6065827 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,409 participants and $28,101,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund
- EIN
- 63-6065827
- Plan number
- 501
- Plan type
- 1
- Location
- Muscle Shoals, AL
- Latest filing year
- 2023
- Participants
- 1,409
- End-of-year plan assets
- $28,101,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,409 | H, C | 20241119083912NAL0001551075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,101,875
- Total liabilities (EOY)
- $94,305
- Net assets (EOY)
- $28,007,570
- Net assets (BOY)
- $23,720,279
Income & contributions
- Employer contributions
- $12,041,372
- Participant contributions
- $366,901
- Total contributions
- $12,408,273
- Total income / additions
- $14,491,510
Expenses & distributions
- Benefits paid
- $9,790,661
- Administrative expenses
- $413,558
- Total expenses
- $10,204,219
- Net increase / (decrease)
- $4,287,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $151,102 | not reported in the loaded dataset | 2023 |
| Teena Miller | EMPLOYEE | $56,763 | not reported in the loaded dataset | 2023 |
| Bha Consulting, LLC | NONE | $30,381 | not reported in the loaded dataset | 2023 |
| Integrated Software Application | NONE | $10,705 | not reported in the loaded dataset | 2023 |
| Qcwdr, Llp | NONE | $6,136 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Muscle Shoals, AL
- Morgan Stanley — Schedule C compensation
- Teena Miller — Schedule C compensation
- Bha Consulting, LLC — Schedule C compensation
- Integrated Software Application — Schedule C compensation
- Qcwdr, Llp — Schedule C compensation