2023 Form 5500 filing — Pipefitters Union Local No. 537 Health And 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 20241216141632NAL0001525681001) for Pipefitters Union Local No. 537 Health And Welfare Fund, reported by Pipefitters Union Local No. 537 under EIN 04-2167074 and plan number 501. It reports 2,880 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216141632NAL0001525681001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipefitters Union Local No. 537
- EIN
- 04-2167074
- Plan number
- 501
- Location
- Dorchester, MA
- Participants
- 2,880
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,102,089
- Total liabilities (EOY)
- $13,103,591
- Net assets (EOY)
- $73,998,498
- Employer contributions
- $57,588,330
- Participant contributions
- $1,521,481
- Total income / additions
- $63,753,035
- Benefits paid
- $50,802,379
- Administrative expenses
- $3,015,074
- Total expenses
- $53,817,453
- Net increase / (decrease)
- $9,935,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $2,021,522 | not reported in the loaded dataset |
| Modern Assistance Program | NONE | $126,199 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $100,254 | not reported in the loaded dataset |
| Bridgeway Technologies | NONE | $86,480 | not reported in the loaded dataset |
| Hinge Health, Inc. | NONE | $66,665 | not reported in the loaded dataset |
| Income Research Management | NONE | $63,449 | not reported in the loaded dataset |
| Employee F | NONE | $61,411 | not reported in the loaded dataset |
| Manzi & Associates LLC | NONE | $51,785 | not reported in the loaded dataset |
| Arena Capital Advisors, LLC | NONE | $34,250 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | NONE | $33,750 | not reported in the loaded dataset |
| Krakow & Souris | NONE | $32,529 | not reported in the loaded dataset |
| Employee G | NONE | $28,850 | not reported in the loaded dataset |
| Employee E | NONE | $28,666 | not reported in the loaded dataset |
| Employee D | NONE | $20,473 | not reported in the loaded dataset |
| Employee B | NONE | $16,157 | not reported in the loaded dataset |
| Network Coverage LLC | NONE | $13,917 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $12,380 | not reported in the loaded dataset |
| Nepc LLC | NONE | $10,497 | not reported in the loaded dataset |
| Quadient | NONE | $7,760 | not reported in the loaded dataset |
| Employee C | NONE | $6,618 | not reported in the loaded dataset |