Plumbers And Pipefitters Local 625 Health & Welfare Fund — Form 5500 plan (Plumbers And Pipefitters Local 625 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 And Pipefitters Local 625 Health & Welfare Fund is a benefit plan reported by Plumbers And Pipefitters Local 625 Health & Welfare Fund under EIN 88-2080702 and plan number 501. The latest loaded filing year is 2023. The filing reports 424 participants and $7,636,546 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Pipefitters Local 625 Health & Welfare Fund
- EIN
- 88-2080702
- Plan number
- 501
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 424
- End-of-year plan assets
- $7,636,546
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 424 | H, C | 20250317124314NAL0002878256003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,636,546
- Total liabilities (EOY)
- $3,530,041
- Net assets (EOY)
- $4,106,505
- Net assets (BOY)
- $3,293,269
Income & contributions
- Employer contributions
- $6,146,333
- Participant contributions
- $145,909
- Total contributions
- $8,149,030
- Total income / additions
- $8,161,169
Expenses & distributions
- Benefits paid
- $6,628,535
- Administrative expenses
- $719,398
- Total expenses
- $7,347,933
- Net increase / (decrease)
- $813,236
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Benefit Corporation | NONE | $136,000 | $0 | 2023 |
| Labor First LLC | NONE | $86,833 | $0 | 2023 |
| Benefit Resource LLC | NONE | $14,652 | $0 | 2023 |
| Beacon Administrators Consultants | NONE | $12,857 | $0 | 2023 |
| Pro-Flex Administrators LLC | NONE | $10,768 | $0 | 2023 |
| John Dascoli Pllc | NONE | $10,692 | $0 | 2023 |
| Harris Hardin & Company A.C. | NONE | $8,500 | $0 | 2023 |
| Erisfire LLC | NONE | $5,253 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Pipefitters Local 625 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- American Benefit Corporation — Schedule C compensation
- Labor First LLC — Schedule C compensation
- Benefit Resource LLC — Schedule C compensation
- Beacon Administrators Consultants — Schedule C compensation
- Pro-Flex Administrators LLC — Schedule C compensation
- John Dascoli Pllc — Schedule C compensation
- Harris Hardin & Company A.C. — Schedule C compensation
- Erisfire LLC — Schedule C compensation