2023 Form 5500 filing — Plumbers Local 75 Health 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 20241015204407NAL0015387443001) for Plumbers Local 75 Health Fund, reported by Board Of Trustees Of Plumbers Local 75 Health Fund under EIN 39-6045202 and plan number 501. It reports 1,061 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015204407NAL0015387443001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Plumbers Local 75 Health Fund
- EIN
- 39-6045202
- Plan number
- 501
- Location
- Milwaukee, WI
- Participants
- 1,061
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,281,177
- Total liabilities (EOY)
- $1,636,738
- Net assets (EOY)
- $24,644,439
- Employer contributions
- $14,838,802
- Participant contributions
- $1,488,971
- Total income / additions
- $18,617,738
- Benefits paid
- $12,984,645
- Administrative expenses
- $907,404
- Total expenses
- $13,892,049
- Net increase / (decrease)
- $4,725,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Careatc | NONE | $1,113,007 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $628,246 | not reported in the loaded dataset |
| United Healthcare Insurance Company | NONE | $344,219 | not reported in the loaded dataset |
| The Previant Law Firm S.C. | NONE | $114,175 | not reported in the loaded dataset |
| Express Scripts | NONE | $72,200 | not reported in the loaded dataset |
| Lee Jost & Associates | NONE | $63,250 | not reported in the loaded dataset |
| Delta Dental Of Wisconsin | NONE | $41,800 | not reported in the loaded dataset |
| Medexpert International, Inc. | NONE | $26,834 | not reported in the loaded dataset |
| Aurora Healthcare | NONE | $26,365 | not reported in the loaded dataset |
| Sikich Llp | NONE | $24,195 | not reported in the loaded dataset |
| Strategic Capital Invest. Advisors | NONE | $17,000 | not reported in the loaded dataset |
| Comerica | NONE | $6,068 | $0 |