2023 Form 5500 filing — Plumbers & Steamfitters Local 247 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 20241015171509NAL0058907858002) for Plumbers & Steamfitters Local 247 Health & Welfare Fund, reported by Plumbers & Steamfitters Local 247 Health & Welfare Fund under EIN 72-6041321 and plan number 501. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171509NAL0058907858002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 247 Health & Welfare Fund
- EIN
- 72-6041321
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,840,877
- Total liabilities (EOY)
- $255,498
- Net assets (EOY)
- $6,585,379
- Employer contributions
- $2,418,123
- Participant contributions
- $115,856
- Total income / additions
- $3,172,192
- Benefits paid
- $2,013,862
- Administrative expenses
- $280,763
- Total expenses
- $2,294,625
- Net increase / (decrease)
- $877,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators Inc | NONE | $111,600 | not reported in the loaded dataset |
| Bluecross Blueshield Of Illinois | NONE | $111,272 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor Cpas | NONE | $15,650 | not reported in the loaded dataset |
| Robein Urann Spencer Picard Cangemi | NONE | $5,903 | not reported in the loaded dataset |