2023 Form 5500 filing — Plumbers Pipefitters Local 25 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 20241206121006NAL0003805395002) for Plumbers Pipefitters Local 25 Welfare Fund, reported by Plumbers Pipefitters Local 25 Welfare Fund under EIN 36-2510895 and plan number 501. It reports 1,552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206121006NAL0003805395002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers Pipefitters Local 25 Welfare Fund
- EIN
- 36-2510895
- Plan number
- 501
- Location
- Moline, IL
- Participants
- 1,552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,044,421
- Total liabilities (EOY)
- $23,549,058
- Net assets (EOY)
- $22,495,363
- Employer contributions
- $16,353,375
- Participant contributions
- $1,713,419
- Total income / additions
- $22,709,805
- Benefits paid
- $22,323,149
- Administrative expenses
- $782,047
- Total expenses
- $23,105,196
- Net increase / (decrease)
- -$395,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everside Health/Activate/Marathon | NONE | $1,185,776 | not reported in the loaded dataset |
| P&P Local 25 Fringe Benefit Funds L | NONE | $476,244 | not reported in the loaded dataset |
| Midwest Association Of H&W Funds | RELATED PARTY | $241,416 | not reported in the loaded dataset |
| Blue Cross Blue Shield | NONE | $189,494 | not reported in the loaded dataset |
| Hines & Assoc | NONE | $64,200 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neuman | NONE | $32,992 | not reported in the loaded dataset |
| Rj Lee And Associates | NONE | $22,500 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NE | $20,154 | not reported in the loaded dataset |
| Smith, Graham & Co. | NONE | $19,983 | $0 |
| Vision Service Plan | NONE | $19,068 | not reported in the loaded dataset |
| Bartlett & Co. LLC | NONE | $13,565 | not reported in the loaded dataset |
| Milliman | NONE | $12,775 | not reported in the loaded dataset |
| Health Linx | NONE | $12,000 | not reported in the loaded dataset |
| Quad City Bank & Trust | NONE | $11,413 | not reported in the loaded dataset |
| Investment Consulting Group | NONE | $9,500 | not reported in the loaded dataset |
| Sands Capital Management, LLC | NONE | $6,656 | not reported in the loaded dataset |
| Optum Rx | NONE | $0 | $0 |