2023 Form 5500 filing — Plumbers, Pipe Fitters And Mechanical Equipment Service Local Union No 392 Health And Welfare Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801153008NAL0023095313001) for Plumbers, Pipe Fitters And Mechanical Equipment Service Local Union No 392 Health And Welfare Plan, reported by Plumbers, Pipe Fitters And Fund Local 392 under EIN 31-0561070 and plan number 501. It reports 2,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801153008NAL0023095313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers, Pipe Fitters And Fund Local 392
- EIN
- 31-0561070
- Plan number
- 501
- Location
- Cincinnati, OH
- Participants
- 2,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,568,616
- Total liabilities (EOY)
- $1,496,981
- Net assets (EOY)
- $30,071,635
- Employer contributions
- $29,508,881
- Participant contributions
- $2,432,331
- Total income / additions
- $35,785,659
- Benefits paid
- $28,654,050
- Administrative expenses
- $2,044,613
- Total expenses
- $30,698,663
- Net increase / (decrease)
- $5,086,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everside Health, LLC | HEALTHCARE MGMT SERVICE | $1,036,576 | not reported in the loaded dataset |
| Anthem Blue Cross And Blue Shield | NONE | $726,819 | $3,468 |
| The Segal Company | NONE | $74,287 | $58,900 |
| Bridgeway Benefit Technologies | NONE | $126,224 | not reported in the loaded dataset |
| Cvs Health | NONE | $97,284 | not reported in the loaded dataset |
| Rinda Hoffman | EMPLOYEE | $95,804 | not reported in the loaded dataset |
| Malia Cefaratti | EMPLOYEE | $61,978 | not reported in the loaded dataset |
| Rhonda Sharp | EMPLOYEE | $58,477 | not reported in the loaded dataset |
| Anna Winter | EMPLOYEE | $56,800 | not reported in the loaded dataset |
| Lyn Smith | EMPLOYEE | $56,410 | not reported in the loaded dataset |
| Kelley Galloway Smith Goolsby | AUDITOR | $53,000 | not reported in the loaded dataset |
| Johnson & Krol | LEGAL COUNSEL | $52,176 | not reported in the loaded dataset |
| Med-Care Management | NONE | $50,190 | not reported in the loaded dataset |
| Delta Dental | BENEFIT ADMINISTRATOR | $39,137 | $2,902 |
| Jayne Stull | EMPLOYEE | $40,526 | not reported in the loaded dataset |
| Legacy Professionals Llp | PAYROLL AUDITS | $37,636 | not reported in the loaded dataset |
| National Investment Services | INVESTMENT CONSULTING | $37,275 | not reported in the loaded dataset |
| Teresa Beam | EMPLOYEE | $35,419 | not reported in the loaded dataset |
| Net Gain Technologies | NONE | $25,036 | not reported in the loaded dataset |
| Strategic Capital | INVESTMENT CONSULTANT | $24,000 | not reported in the loaded dataset |
| Fifth Third Bank | NONE | $21,790 | not reported in the loaded dataset |
| Pnc Bank, National Association | NONE | $4,033 | $0 |