2023 Form 5500 filing — Plumbers & Pipe Fitters Local 354 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 20250115082235NAL0012566547001) for Plumbers & Pipe Fitters Local 354 Health & Welfare Fund, reported by Local 354 Plumbers & Pipe Fitters Health & Welfare under EIN 23-7335250 and plan number 501. It reports 750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115082235NAL0012566547001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 354 Plumbers & Pipe Fitters Health & Welfare
- EIN
- 23-7335250
- Plan number
- 501
- Location
- Wexford, PA
- Participants
- 750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,515,849
- Total liabilities (EOY)
- $1,350,460
- Net assets (EOY)
- $21,165,389
- Employer contributions
- $8,504,142
- Participant contributions
- $706,031
- Total income / additions
- $9,622,349
- Benefits paid
- $11,641,306
- Administrative expenses
- $401,222
- Total expenses
- $12,042,528
- Net increase / (decrease)
- -$2,420,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bridgeway Benefit Technologies | NONE | $145,061 | not reported in the loaded dataset |
| Beacon Administrators | NONE | $54,000 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $40,271 | not reported in the loaded dataset |
| Packer Thomas | NONE | $37,631 | not reported in the loaded dataset |
| Gridiron Partners LLC | NONE | $20,367 | not reported in the loaded dataset |
| Cim Investment Management | NONE | $16,460 | not reported in the loaded dataset |
| Buck Consultants | NONE | $15,583 | not reported in the loaded dataset |
| Somerset Trust | NONE | $14,331 | not reported in the loaded dataset |
| Andco Consulting | NONE | $12,584 | not reported in the loaded dataset |
| Paconnect | NONE | $5,844 | not reported in the loaded dataset |