2023 Form 5500 filing — Plumbers & Fitters Local 101 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 20241014165956NAL0026776817005) for Plumbers & Fitters Local 101 Health & Welfare Fund, reported by Plumbers & Fitters Local 101 Health & Welfare Fund under EIN 37-6146889 and plan number 502. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165956NAL0026776817005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Fitters Local 101 Health & Welfare Fund
- EIN
- 37-6146889
- Plan number
- 502
- Location
- Belleville, IL
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,088,081
- Total liabilities (EOY)
- $4,681,419
- Net assets (EOY)
- $406,662
- Employer contributions
- $3,710,819
- Participant contributions
- $34,793
- Total income / additions
- $4,258,514
- Benefits paid
- $5,263,711
- Administrative expenses
- $132,664
- Total expenses
- $5,396,375
- Net increase / (decrease)
- -$1,137,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Citizens Rx | PHARMACY BENEFIT MANAGEME | $965,991 | $0 |
| Meritain Health | INSURANCE | $175,710 | not reported in the loaded dataset |
| Plumb&Pipefitters Lu 25 Benefit Fd | ADMINISTRATION | $30,678 | not reported in the loaded dataset |
| Marsh & Mclennan Agency | CONSULTANT | $23,680 | not reported in the loaded dataset |
| Scheffel Boyle | ACCOUNTING/AUDIT | $14,580 | not reported in the loaded dataset |
| H&H Health Associates, Inc. | HEALTH CONSULTANT | $13,650 | not reported in the loaded dataset |
| The Commerce Trust Company | INVESTMENT MANAGER | $11,244 | not reported in the loaded dataset |
| Hammond & Shinners Pc | ATTORNEY | $8,272 | not reported in the loaded dataset |