2023 Form 5500 filing — Pipe Trades Industry Health And Welfare 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 20250115093808NAL0021564513001) for Pipe Trades Industry Health And Welfare Plan, reported by Pipe Trades Industry Health And Welfare Plan under EIN 35-1063466 and plan number 501. It reports 3,406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115093808NAL0021564513001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pipe Trades Industry Health And Welfare Plan
- EIN
- 35-1063466
- Plan number
- 501
- Location
- Terre Haute, IN
- Participants
- 3,406
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,757,646
- Total liabilities (EOY)
- $1,349,968
- Net assets (EOY)
- $72,407,678
- Employer contributions
- $47,952,668
- Participant contributions
- $3,812,568
- Total income / additions
- $55,557,976
- Benefits paid
- $43,344,494
- Administrative expenses
- $1,763,131
- Total expenses
- $45,107,625
- Net increase / (decrease)
- $10,450,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Group | NONE | $2,990,490 | not reported in the loaded dataset |
| Anthem Insurance Companies, Inc. | NONE | $1,519,464 | not reported in the loaded dataset |
| R & E Software Design | NONE | $272,440 | not reported in the loaded dataset |
| Stephanie Morgan | EMPLOYEE | $125,701 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $88,850 | not reported in the loaded dataset |
| Med-Care Management, Inc. | NONE | $88,545 | not reported in the loaded dataset |
| Susan Bailey | EMPLOYEE | $60,692 | not reported in the loaded dataset |
| Megan Lucas | EMPLOYEE | $57,979 | not reported in the loaded dataset |
| Brittany Milner | EMPLOYEE | $54,004 | not reported in the loaded dataset |
| Sarah Decker | EMPLOYEE | $52,519 | not reported in the loaded dataset |
| Shannon Wood | EMPLOYEE | $50,742 | not reported in the loaded dataset |
| Amanda Cook | EMPLOYEE | $44,231 | not reported in the loaded dataset |
| The Segal Company | NONE | $40,114 | not reported in the loaded dataset |
| Standard Valuations, Inc. | NONE | $35,000 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | NONE | $31,864 | not reported in the loaded dataset |
| Sackrider & Company, Inc. | NONE | $28,680 | not reported in the loaded dataset |
| Neuberger Berman Investment Adviser | NONE | $28,063 | not reported in the loaded dataset |
| Union Bank & Trust | NONE | $19,617 | not reported in the loaded dataset |
| Ta Realty, LLC | NONE | $18,790 | not reported in the loaded dataset |
| English & Klotz, Inc. | NONE | $13,397 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $11,143 | not reported in the loaded dataset |