2023 Form 5500 filing — Plumbers & Pipefitters Local 23 U.A. Health & Welfare Fund
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 20241002090502NAL0014005792001) for Plumbers & Pipefitters Local 23 U.A. Health & Welfare Fund, reported by The Board Of Trustees Of The Plumbers & Pipefitters Local 23 Ua H & W under EIN 36-6110305 and plan number 501. It reports 713 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002090502NAL0014005792001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Of The Plumbers & Pipefitters Local 23 Ua H & W
- EIN
- 36-6110305
- Plan number
- 501
- Location
- Rockford, IL
- Participants
- 713
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,453,221
- Total liabilities (EOY)
- $2,139,460
- Net assets (EOY)
- $30,313,761
- Employer contributions
- $11,997,188
- Participant contributions
- $752,325
- Total income / additions
- $16,640,927
- Benefits paid
- $12,336,232
- Administrative expenses
- $804,514
- Total expenses
- $13,140,746
- Net increase / (decrease)
- $3,500,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sav-Rx Prescription Services | NONE | $1,722,635 | not reported in the loaded dataset |
| Everside Health LLC | NONE | $603,025 | not reported in the loaded dataset |
| Benefits Management Group, Inc. | NONE | $310,353 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Il | NONE | $293,184 | $1 |
| Nyruck Syphommarath | EMPLOYEE | $90,209 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $54,886 | not reported in the loaded dataset |
| Johnson & Krol LLC | NONE | $49,176 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $43,735 | not reported in the loaded dataset |
| Tfbc, LLC | NONE | $43,146 | not reported in the loaded dataset |
| Natl Investment Services Of America | NONE | $40,510 | not reported in the loaded dataset |
| Valenz Care | NONE | $38,269 | not reported in the loaded dataset |
| Strategic Capital Inv. Advisors | NONE | $20,500 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $15,605 | $0 |
| Delta Dental Of Illinois | NONE | $12,284 | not reported in the loaded dataset |
| Employee Resource Systems | NONE | $8,665 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $8,449 | $0 |