Plumbers & Steamfitters Local 60 Health & Welfare Fund — Form 5500 plan (Plumbers & Steamfitters Local 60 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 60 Health & Welfare Fund is a benefit plan reported by Plumbers & Steamfitters Local 60 Health And Welfare Fund under EIN 72-0450650 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,832 participants and $17,214,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 60 Health And Welfare Fund
- EIN
- 72-0450650
- Plan number
- 501
- Plan type
- 1
- Location
- Metairie, LA
- Latest filing year
- 2023
- Participants
- 1,832
- End-of-year plan assets
- $17,214,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,832 | H, C | 20250415103011NAL0001430403005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,214,505
- Total liabilities (EOY)
- $1,018,722
- Net assets (EOY)
- $16,195,783
- Net assets (BOY)
- $11,933,167
Income & contributions
- Employer contributions
- $10,033,505
- Participant contributions
- $214,528
- Total contributions
- $10,248,033
- Total income / additions
- $11,394,442
Expenses & distributions
- Benefits paid
- $6,206,607
- Administrative expenses
- $925,219
- Total expenses
- $7,131,826
- Net increase / (decrease)
- $4,262,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $367,908 | $0 | 2023 |
| Bridgeway Benefit Technologies | SERVICES REL BENEFIT PLAN | $100,880 | not reported in the loaded dataset | 2023 |
| Michael Eilers | NONE | $89,290 | not reported in the loaded dataset | 2023 |
| Joshua Matherne | SERVICES REL BENEFIT PLAN | $88,840 | not reported in the loaded dataset | 2023 |
| Weaver & Tidwell, Llp | SERVICES REL BENEFIT PLAN | $53,000 | not reported in the loaded dataset | 2023 |
| Ffc Invest. Adv. Of Raymond James | NONE | $51,674 | not reported in the loaded dataset | 2023 |
| Debra Blackwell | SERVICES REL BENEFIT PLAN | $50,344 | not reported in the loaded dataset | 2023 |
| Michelle Fregia | SERVICES REL BENEFIT PLAN | $50,344 | not reported in the loaded dataset | 2023 |
| Lisa Becnel | NONE | $44,840 | not reported in the loaded dataset | 2023 |
| Medco Health Solutions, Inc. | NONE | $34,745 | not reported in the loaded dataset | 2023 |
| Pedelahore & Co. Llp | SERV REL BEN PLAN & UNION | $33,450 | not reported in the loaded dataset | 2023 |
| Osborn Carreiro & Associates Inc. | SERVICES REL BENEFIT PLAN | $23,000 | not reported in the loaded dataset | 2023 |
| Valenz Care | NONE | $18,960 | not reported in the loaded dataset | 2023 |
| Asmed Health LLC | NONE | $18,160 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer Et Al | SERVICES REL PLAN & UNION | $17,651 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 60 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Metairie, LA
- Blue Cross Blue Shield — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Michael Eilers — Schedule C compensation
- Joshua Matherne — Schedule C compensation
- Weaver & Tidwell, Llp — Schedule C compensation
- Ffc Invest. Adv. Of Raymond James — Schedule C compensation
- Debra Blackwell — Schedule C compensation
- Michelle Fregia — Schedule C compensation
- Lisa Becnel — Schedule C compensation
- Medco Health Solutions, Inc. — Schedule C compensation
- Pedelahore & Co. Llp — Schedule C compensation
- Osborn Carreiro & Associates Inc. — Schedule C compensation
- Valenz Care — Schedule C compensation
- Asmed Health LLC — Schedule C compensation
- Robein, Urann, Spencer Et Al — Schedule C compensation