2023 Form 5500 filing — Plumbers & Pipefitters Local 172 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 20241213185542NAL0008813715001) for Plumbers & Pipefitters Local 172 Welfare Fund, reported by Trustees Of Plumbers & Pipefitters Local 172 Welfare Fund under EIN 35-6022383 and plan number 501. It reports 731 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241213185542NAL0008813715001
Filing year
2023
Form type
1
Plan sponsor
Trustees Of Plumbers & Pipefitters Local 172 Welfare Fund
EIN
35-6022383
Plan number
501
Location
Oak Brook, IL
Participants
731
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$20,574,586
Total liabilities (EOY)
$1,755,422
Net assets (EOY)
$18,819,164
Employer contributions
$8,869,056
Participant contributions
$1,150,656
Total income / additions
$12,296,411
Benefits paid
$7,814,602
Administrative expenses
$470,968
Total expenses
$8,285,570
Net increase / (decrease)
$4,010,841
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Everside Healthcare, LLCNONE$579,210not reported in the loaded dataset
Anthem Insurance Companies, IncNONE$263,833not reported in the loaded dataset
Tic Midwest Administrative SolutionNONE$148,447not reported in the loaded dataset
Benefit Management Group, IncNONE$68,307not reported in the loaded dataset
Johnson & Krol, LLCNONE$58,776not reported in the loaded dataset
Tfbc LLCNONE$53,185not reported in the loaded dataset
Legacy Professionals LlpNONE$51,973not reported in the loaded dataset
Delta DentalNONE$27,247$1,763
Inetico, LLC (Dba Valenz Care)NONE$23,971not reported in the loaded dataset
Optum RxNONE$12,683$8,414
Strategic Cap Invest Advisors, IncNONE$16,667not reported in the loaded dataset
United Actuarial ServicesNONE$14,000not reported in the loaded dataset
Hunt Insurance AgencyNONE$12,266not reported in the loaded dataset
Sommers & FahrenbachNONE$11,502not reported in the loaded dataset
Employee Resource SystemsNONE$11,059not reported in the loaded dataset
Pillar Rx Consulting, LLCNONE$9,500not reported in the loaded dataset
Ted Windsor & Associates, LLCNONE$8,563not reported in the loaded dataset
Jp Morgan Chase Bank, NaNONE$5,477$0
Amalgamated Bank Of ChicagoNONE$4,000$0

Related Form 5500 pages