2023 Form 5500 filing — Worcester Plumbers & Pipefitters 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 20241122121504NAL0001775841001) for Worcester Plumbers & Pipefitters Health & Welfare Fund, reported by Board Of Trustees Of The Worcester Plumbers & under EIN 04-6124621 and plan number 501. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122121504NAL0001775841001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Worcester Plumbers &
- EIN
- 04-6124621
- Plan number
- 501
- Location
- Wallingford, CT
- Participants
- 380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,358,266
- Total liabilities (EOY)
- $13,601
- Net assets (EOY)
- $10,344,665
- Employer contributions
- $3,642,933
- Participant contributions
- $381,680
- Total income / additions
- $4,788,969
- Benefits paid
- $4,075,612
- Administrative expenses
- $117,982
- Total expenses
- $4,193,594
- Net increase / (decrease)
- $595,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $50,616 | $0 |
| Blue Cross Blue Shield Of Ma | NONE | $0 | $32,900 |
| Robert M. Cheverie & Associates | NONE | $24,000 | $0 |
| Novak Francella, LLC | NONE | $17,386 | $0 |
| Morgan Stanley Global Banking | NONE | $10,000 | $0 |
| Segal Company | NONE | $8,250 | $0 |