Plumbers & Pipefitters L.U. 286 Health & Welfare Fund — Form 5500 plan (Board Of Trustees - Plumbers & Pipefitters Lu 286 Health & Welfare Fun)
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 & Pipefitters L.U. 286 Health & Welfare Fund is a benefit plan reported by Board Of Trustees - Plumbers & Pipefitters Lu 286 Health & Welfare Fun under EIN 74-6188725 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,291 participants and $28,753,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Plumbers & Pipefitters Lu 286 Health & Welfare Fun
- EIN
- 74-6188725
- Plan number
- 501
- Plan type
- 1
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 1,291
- End-of-year plan assets
- $28,753,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,291 | H, C | 20250314100823NAL0013646803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,753,641
- Total liabilities (EOY)
- $1,671,326
- Net assets (EOY)
- $27,082,315
- Net assets (BOY)
- $16,671,272
Income & contributions
- Employer contributions
- $26,856,098
- Participant contributions
- $412,387
- Total contributions
- $27,268,485
- Total income / additions
- $28,469,627
Expenses & distributions
- Benefits paid
- $17,600,389
- Administrative expenses
- $458,195
- Total expenses
- $18,058,584
- Net increase / (decrease)
- $10,411,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Express Scripts, Inc. | NONE | $2,534,573 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Illinois | NONE | $893,179 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE | $197,601 | not reported in the loaded dataset | 2023 |
| Ryan Benefits, Inc. | NONE | $60,700 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $55,753 | not reported in the loaded dataset | 2023 |
| Conners & Winters Llp | NONE | $52,213 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | NONE | $45,169 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Plumbers & Pipefitters Lu 286 Health & Welfare Fun
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Express Scripts, Inc. — Schedule C compensation
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Ryan Benefits, Inc. — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Conners & Winters Llp — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- United Actuarial Services — Schedule C compensation