Plumbers And Pipefitters Local 430 H&W Fund — Form 5500 plan (Trustees, Plumbers And Pipefitters Local 430 H&W)
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 And Pipefitters Local 430 H&W Fund is a benefit plan reported by Trustees, Plumbers And Pipefitters Local 430 H&W under EIN 73-0776131 and plan number 501. The latest loaded filing year is 2023. The filing reports 509 participants and $10,271,718 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees, Plumbers And Pipefitters Local 430 H&W
- EIN
- 73-0776131
- Plan number
- 501
- Plan type
- 1
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 509
- End-of-year plan assets
- $10,271,718
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 509 | H, C | 20241014184113NAL0015429171003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,271,718
- Total liabilities (EOY)
- $992,325
- Net assets (EOY)
- $9,279,393
- Net assets (BOY)
- $7,475,148
Income & contributions
- Employer contributions
- $8,009,493
- Participant contributions
- $39,283
- Total contributions
- $8,048,776
- Total income / additions
- $8,850,222
Expenses & distributions
- Benefits paid
- $6,199,509
- Administrative expenses
- $846,468
- Total expenses
- $7,045,977
- Net increase / (decrease)
- $1,804,245
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Il | NONE | $246,222 | $0 | 2023 |
| Southwest Service Administrators | NONE | $145,766 | not reported in the loaded dataset | 2023 |
| Ryan Benefits, Inc. | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| American Health Holding, Inc | NONE | $56,309 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Picard & Ca | NONE | $44,102 | not reported in the loaded dataset | 2023 |
| Plumbers And Pipefitters Local 430 | RELATED PARTY | $43,864 | not reported in the loaded dataset | 2023 |
| Sav-Rx Prescription Services | NONE | $37,169 | not reported in the loaded dataset | 2023 |
| Bryan, Little, Haley, & Kent Pc | NONE | $30,055 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $7,645 | $0 | 2023 |
| Dental Network Of America | NONE | $7,522 | not reported in the loaded dataset | 2023 |
| Reilly Echols Printing, Inc. | NONE | $6,383 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees, Plumbers And Pipefitters Local 430 H&W
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Blue Cross Blue Shield Of Il — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Ryan Benefits, Inc. — Schedule C compensation
- American Health Holding, Inc — Schedule C compensation
- Robein, Urann, Spencer, Picard & Ca — Schedule C compensation
- Plumbers And Pipefitters Local 430 — Schedule C compensation
- Sav-Rx Prescription Services — Schedule C compensation
- Bryan, Little, Haley, & Kent Pc — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Dental Network Of America — Schedule C compensation
- Reilly Echols Printing, Inc. — Schedule C compensation