2023 Form 5500 filing — Plumbers And Steamfitters Union Local No. 10 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 20241012164506NAL0023709553001) for Plumbers And Steamfitters Union Local No. 10 Health And Welfare Plan, reported by Board Of Trustees, Plumbers & Steamfitters Union Local No. 10 under EIN 52-6047277 and plan number 501. It reports 600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012164506NAL0023709553001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Plumbers & Steamfitters Union Local No. 10
- EIN
- 52-6047277
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,300,065
- Total liabilities (EOY)
- $1,687,714
- Net assets (EOY)
- $10,612,351
- Employer contributions
- $6,370,744
- Participant contributions
- $735,072
- Total income / additions
- $9,771,623
- Benefits paid
- $10,418,648
- Administrative expenses
- $606,276
- Total expenses
- $11,024,924
- Net increase / (decrease)
- -$1,253,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $275,315 | not reported in the loaded dataset |
| Anthem Blue Cross Blue Shield Of Va | NONE | $198,176 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor Cpas | NONE | $15,650 | not reported in the loaded dataset |
| Bny Mellon | NONE | $12,585 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $7,932 | not reported in the loaded dataset |
| Truist Bank | NONE | $5,531 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $5,000 | not reported in the loaded dataset |
| Mutual Funds | NONE | $0 | $0 |