2023 Form 5500 filing — U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Retiree 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 20241015165927NAL0016925331001) for U.A. Union Lo. No. 290 Plumber, Steamfitter And Shipfitter Industry Retiree Health And Welfare Plan, reported by Board Of Trustees, U.A. Union Local No. 290 Plumber, under EIN 93-1143759 and plan number 502. It reports 4,438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165927NAL0016925331001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, U.A. Union Local No. 290 Plumber,
- EIN
- 93-1143759
- Plan number
- 502
- Location
- Tualatin, OR
- Participants
- 4,438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $312,448,948
- Total liabilities (EOY)
- $116,562
- Net assets (EOY)
- $312,332,386
- Employer contributions
- $24,984,940
- Total income / additions
- $63,442,160
- Benefits paid
- $2,587,938
- Administrative expenses
- $704,570
- Total expenses
- $3,292,508
- Net increase / (decrease)
- $60,149,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $205,664 | not reported in the loaded dataset |
| Newton Investment Management | NONE | $153,927 | $0 |
| Us Bank | NONE | $57,478 | $0 |
| Western Asset Management Co. | NONE | $57,150 | not reported in the loaded dataset |
| Voya Investment Management | NONE | $57,104 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $44,785 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $28,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $16,000 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $15,600 | not reported in the loaded dataset |
| Mesirow Financial | NONE | $6,495 | not reported in the loaded dataset |
| Withum Smith + Brown | NONE | $6,427 | not reported in the loaded dataset |
| Brownstein Rask Llp | NONE | $5,697 | not reported in the loaded dataset |