2023 Form 5500 filing — Plumbers Local Union No. 690 Health 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 20241015175115NAL0059025458002) for Plumbers Local Union No. 690 Health Plan, reported by Board Of Trustees Of Plumbers Lu 690 Health Plan under EIN 23-1512313 and plan number 501. It reports 1,498 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175115NAL0059025458002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Plumbers Lu 690 Health Plan
- EIN
- 23-1512313
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 1,498
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,953,254
- Total liabilities (EOY)
- $4,485,031
- Net assets (EOY)
- $59,468,223
- Employer contributions
- $26,582,596
- Participant contributions
- $1,345,836
- Total income / additions
- $33,325,719
- Benefits paid
- $26,812,926
- Administrative expenses
- $2,313,784
- Total expenses
- $29,126,710
- Net increase / (decrease)
- $4,199,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna | NONE | $1,223,635 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE | $130,983 | not reported in the loaded dataset |
| Boyd Waterson Asset Mgmt, LLC | NONE | $127,961 | not reported in the loaded dataset |
| Employee A | NONE | $88,830 | not reported in the loaded dataset |
| Employee B | NONE | $77,723 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $68,980 | not reported in the loaded dataset |
| Plumbers Local Union No. 690 | AFFILIATE | $49,095 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | NONE | $46,454 | not reported in the loaded dataset |
| Employee C | NONE | $39,481 | not reported in the loaded dataset |
| Employee D | NONE | $39,045 | not reported in the loaded dataset |
| Daniel A. Winters And Company, Cpas | NONE | $35,628 | not reported in the loaded dataset |
| Kang Haggerty & Fetbroyt | NONE | $35,377 | not reported in the loaded dataset |
| Employee E | NONE | $35,086 | not reported in the loaded dataset |
| Employee F | NONE | $33,637 | not reported in the loaded dataset |
| Employee G | NONE | $32,454 | not reported in the loaded dataset |
| Employee H | NONE | $29,981 | not reported in the loaded dataset |
| Capstone Insurance | NONE | $26,332 | $0 |
| Allied Trades Assistance Program | NONE | $26,271 | not reported in the loaded dataset |
| Employee I | NONE | $26,133 | not reported in the loaded dataset |
| Employee J | NONE | $25,856 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $19,620 | $0 |
| Elmcrx Solutions LLC | NONE | $18,525 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $15,200 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $9,085 | not reported in the loaded dataset |
| Compudat Systems, Inc. | NONE | $7,992 | not reported in the loaded dataset |
| Nva | NONE | $6,967 | not reported in the loaded dataset |