2023 Form 5500 filing — Heating Piping And Refrg. Med. 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 20241015112509NAL0055761362001) for Heating Piping And Refrg. Med. Fund, reported by Board Of Trustees, Heating Piping And Refrigeration Medical Fund under EIN 53-0207840 and plan number 501. It reports 5,581 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112509NAL0055761362001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Heating Piping And Refrigeration Medical Fund
- EIN
- 53-0207840
- Plan number
- 501
- Location
- Capitol Heights, MD
- Participants
- 5,581
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,606,764
- Total liabilities (EOY)
- $14,903,307
- Net assets (EOY)
- $110,703,457
- Employer contributions
- $76,102,304
- Participant contributions
- $1,830,492
- Total income / additions
- $87,645,097
- Benefits paid
- $71,550,357
- Administrative expenses
- $7,335,246
- Total expenses
- $78,885,603
- Net increase / (decrease)
- $8,759,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zelis Claims Integrity | SERVICE PROVIDER | $2,522,198 | $0 |
| Marathon Health, LLC | SERVICE PROVIDER | $1,663,111 | $0 |
| Benefits Administration Corporation | CONTRACT ADMINISTRATOR | $1,139,756 | $0 |
| American Health Holding, Inc | ADMINISTRATOR | $484,563 | $0 |
| Ncas | ADMINISTRATOR | $299,123 | $0 |
| Delta Dental Of Pennsylvania | ADMINISTRATOR | $199,953 | $0 |
| Asb Capital Management LLC | INVESTMENT MANAGEMENT | $133,178 | $0 |
| Silver Scripts Insurance Company | ADMINISTRATOR | $129,408 | $0 |
| O'Donoghue And O'Donoghue | ATTORNEY | $105,539 | $0 |
| The Segal Company | ACTUARY | $104,655 | $0 |
| Cvs Caremark | ADMINISTRATOR | $53,897 | $0 |
| Western Asset Management Company | INVESTMENT MANGEMENT | $52,343 | $0 |
| Sarfino And Rhoades, Llp | AUDITOR | $31,400 | $0 |
| Novak Francella | AUDITOR | $23,992 | $0 |
| Gallagher Fiduciary Advisors | INVESTMENT ADVISOR | $21,455 | $0 |
| Segal Select Insurance Services Inc | INSURANCE AGENT | $5,534 | $0 |
| Amalgamated Bank | INVESTMENT MANAGEMENT | $5,000 | $0 |