2023 Form 5500 filing — Plumbers & Steamfitters Local 150 Health & Welfare
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 20241012120007NAL0041471824001) for Plumbers & Steamfitters Local 150 Health & Welfare, reported by Plumbers & Steamfitters Local 150 Health & Welfare Fund under EIN 58-1274987 and plan number 501. It reports 628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012120007NAL0041471824001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 150 Health & Welfare Fund
- EIN
- 58-1274987
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 628
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,823,797
- Total liabilities (EOY)
- $53,600
- Net assets (EOY)
- $3,770,197
- Employer contributions
- $8,147,623
- Participant contributions
- $476,628
- Total income / additions
- $8,819,372
- Benefits paid
- $9,036,182
- Administrative expenses
- $255,570
- Total expenses
- $9,291,752
- Net increase / (decrease)
- -$472,380
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $159,648 | not reported in the loaded dataset |
| Arnall Golden Gregory | NONE | $28,867 | not reported in the loaded dataset |
| Brown & Brown Of Connecticut | NONE | $18,750 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $14,150 | not reported in the loaded dataset |
| Regions Bank | NONE | $9,631 | not reported in the loaded dataset |
| Mutual Funds | NONE | $0 | $0 |