Plumbers & Steamfitters Local 247 Health & Welfare Fund — Form 5500 plan (Plumbers & Steamfitters Local 247 Health & 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 247 Health & Welfare Fund is a benefit plan reported by Plumbers & Steamfitters Local 247 Health & Welfare Fund under EIN 72-6041321 and plan number 501. The latest loaded filing year is 2023. The filing reports 245 participants and $6,840,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 247 Health & Welfare Fund
- EIN
- 72-6041321
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $6,840,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20241015171509NAL0058907858002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,840,877
- Total liabilities (EOY)
- $255,498
- Net assets (EOY)
- $6,585,379
- Net assets (BOY)
- $5,707,812
Income & contributions
- Employer contributions
- $2,418,123
- Participant contributions
- $115,856
- Total contributions
- $2,533,979
- Total income / additions
- $3,172,192
Expenses & distributions
- Benefits paid
- $2,013,862
- Administrative expenses
- $280,763
- Total expenses
- $2,294,625
- Net increase / (decrease)
- $877,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators Inc | NONE | $111,600 | not reported in the loaded dataset | 2023 |
| Bluecross Blueshield Of Illinois | NONE | $111,272 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor Cpas | NONE | $15,650 | not reported in the loaded dataset | 2023 |
| Robein Urann Spencer Picard Cangemi | NONE | $5,903 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 247 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators Inc — Schedule C compensation
- Bluecross Blueshield Of Illinois — Schedule C compensation
- Daniels, Irwin & Aylor Cpas — Schedule C compensation
- Robein Urann Spencer Picard Cangemi — Schedule C compensation