2023 Form 5500 filing — Plumbers & Steamfitters Local 760 Health & Welfare Trust 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 20241119083912NAL0001551075001) for Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund, reported by Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund under EIN 63-6065827 and plan number 501. It reports 1,409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241119083912NAL0001551075001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 760 Health & Welfare Trust Fund
- EIN
- 63-6065827
- Plan number
- 501
- Location
- Muscle Shoals, AL
- Participants
- 1,409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,101,875
- Total liabilities (EOY)
- $94,305
- Net assets (EOY)
- $28,007,570
- Employer contributions
- $12,041,372
- Participant contributions
- $366,901
- Total income / additions
- $14,491,510
- Benefits paid
- $9,790,661
- Administrative expenses
- $413,558
- Total expenses
- $10,204,219
- Net increase / (decrease)
- $4,287,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $151,102 | not reported in the loaded dataset |
| Teena Miller | EMPLOYEE | $56,763 | not reported in the loaded dataset |
| Bha Consulting, LLC | NONE | $30,381 | not reported in the loaded dataset |
| Integrated Software Application | NONE | $10,705 | not reported in the loaded dataset |
| Qcwdr, Llp | NONE | $6,136 | not reported in the loaded dataset |