2023 Form 5500 filing — Plumbers & Steamfitters Local 440 H&W Plan
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 20241226151506NAL0012895841001) for Plumbers & Steamfitters Local 440 H&W Plan, reported by Trustees Of Plumbers/Steamfitters Local 440 Health & Welfare Plan under EIN 35-1899607 and plan number 502. It reports 2,178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241226151506NAL0012895841001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Plumbers/Steamfitters Local 440 Health & Welfare Plan
- EIN
- 35-1899607
- Plan number
- 502
- Location
- Lafayette, IN
- Participants
- 2,178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,864,036
- Total liabilities (EOY)
- $24,939,655
- Net assets (EOY)
- $28,924,381
- Employer contributions
- $41,486,094
- Participant contributions
- $2,512,412
- Total income / additions
- $47,588,773
- Benefits paid
- $35,647,859
- Administrative expenses
- $2,161,634
- Total expenses
- $37,809,493
- Net increase / (decrease)
- $9,779,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Labor First | NONE | $2,009,794 | not reported in the loaded dataset |
| Everside Health LLC | NONE | $1,580,013 | not reported in the loaded dataset |
| Anthem Insurance Companies | NONE | $930,469 | not reported in the loaded dataset |
| S.C. Miller & Company | NONE | $659,872 | not reported in the loaded dataset |
| Hines & Associates | NONE | $154,697 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $78,174 | not reported in the loaded dataset |
| Sword Health Inc | NONE | $68,900 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $64,567 | not reported in the loaded dataset |
| Red-Card Systems, LLC | NONE | $44,630 | not reported in the loaded dataset |
| Pnc Bank | NONE | $38,439 | not reported in the loaded dataset |
| Blackhorse | NONE | $35,461 | not reported in the loaded dataset |
| Regions Bank | NONE | $31,796 | not reported in the loaded dataset |
| Save-Rx | NONE | $28,871 | not reported in the loaded dataset |
| Mariner Institutional, Fka Andco | NONE | $20,000 | not reported in the loaded dataset |
| L.M. Henderson & Company, Llp | NONE | $15,802 | not reported in the loaded dataset |
| The Mail Group | NONE | $13,280 | not reported in the loaded dataset |
| Benefit Bridgeway Solutions | NONE | $6,381 | not reported in the loaded dataset |
| Forms Tech | NONE | $5,645 | not reported in the loaded dataset |