2023 Form 5500 filing — Steamfitters Local Union No. 420 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 20241015164946NAL0030399921001) for Steamfitters Local Union No. 420 Welfare Plan, reported by Bd Of Tees Of Steamfitters Lu 420 Welfare Plan under EIN 23-2715454 and plan number 501. It reports 4,393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164946NAL0030399921001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tees Of Steamfitters Lu 420 Welfare Plan
- EIN
- 23-2715454
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 4,393
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $224,174,085
- Total liabilities (EOY)
- $7,430,213
- Net assets (EOY)
- $216,743,872
- Employer contributions
- $76,989,026
- Participant contributions
- $17,210,274
- Total income / additions
- $102,194,587
- Benefits paid
- $78,932,701
- Administrative expenses
- $4,361,826
- Total expenses
- $83,294,527
- Net increase / (decrease)
- $18,900,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independence Blue Cross | NONE | $1,945,574 | not reported in the loaded dataset |
| Zenith American Solutions,Inc | NONE | $364,495 | not reported in the loaded dataset |
| Sage Advisory Services, Ltd Co. | NONE | $146,753 | not reported in the loaded dataset |
| Conner Strong & Buckelew | NONE | $144,250 | not reported in the loaded dataset |
| Elmcrx Solutions | NONE | $95,775 | not reported in the loaded dataset |
| United Concordia Companies Inc | NONE | $82,445 | not reported in the loaded dataset |
| Healthsmart Rx Solutions, Inc. | not reported in the loaded dataset | $81,604 | $0 |
| Employee A | NONE | $77,997 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani, Llp | NONE | $75,134 | not reported in the loaded dataset |
| Employee B | NONE | $63,628 | not reported in the loaded dataset |
| Allied Trades Assistance Program | NONE | $52,874 | not reported in the loaded dataset |
| Steamfitters Lu 420 Building Fund | UNION AFFILIATE | $44,204 | not reported in the loaded dataset |
| Daniel A. Winters & Company, Cpas | NONE | $38,632 | not reported in the loaded dataset |
| Kang Haggerty & Fetbroyt | NONE | $34,000 | not reported in the loaded dataset |
| Employee C | NONE | $33,641 | not reported in the loaded dataset |
| Kennedy Printing Co., Inc. | NONE | $31,837 | not reported in the loaded dataset |
| Employee D | NONE | $28,991 | not reported in the loaded dataset |
| Employee E | NONE | $28,835 | not reported in the loaded dataset |
| National Vision Administrators LLC | NONE | $21,941 | not reported in the loaded dataset |
| Morgan Stanley Wealth Mgmt | NONE | $18,540 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | NONE | $18,000 | not reported in the loaded dataset |
| Aim Administrators LLC | NONE | $17,500 | not reported in the loaded dataset |
| Pnc Bank, N.A. | NONE | $14,852 | $0 |
| Armsrx | NONE | $9,000 | not reported in the loaded dataset |