2023 Form 5500 filing — Plumbers & Pipefitters Medical 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 20241003175407NAL0010279025002) for Plumbers & Pipefitters Medical Fund, reported by The Board Of Trustees Plumbers & Pipefitters Medical Fund under EIN 53-0190932 and plan number 501. It reports 1,609 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003175407NAL0010279025002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Plumbers & Pipefitters Medical Fund
- EIN
- 53-0190932
- Plan number
- 501
- Location
- Columbia, MD
- Participants
- 1,609
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,610,890
- Total liabilities (EOY)
- $2,032,907
- Net assets (EOY)
- $50,577,983
- Employer contributions
- $20,005,957
- Participant contributions
- $1,176,014
- Total income / additions
- $28,742,452
- Benefits paid
- $23,088,786
- Administrative expenses
- $1,372,041
- Total expenses
- $24,460,827
- Net increase / (decrease)
- $4,281,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everside Health | NONE | $733,167 | $0 |
| Carday Associates | NONE | $430,942 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $229,076 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $180,303 | not reported in the loaded dataset |
| American Health Holdings | NONE | $83,811 | not reported in the loaded dataset |
| Ncas | NONE | $67,093 | not reported in the loaded dataset |
| Segal Company | NONE | $64,000 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $45,131 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $26,445 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $21,521 | not reported in the loaded dataset |
| Invesco Advisors Inc | NONE | $9,331 | $0 |
| Amalgamated Bank | NONE | $6,033 | $0 |