2023 Form 5500 filing — Local 489 Plumbers And Steamfitters 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 20250130080010NAL0000762256002) for Local 489 Plumbers And Steamfitters Health And Welfare Plan, reported by Board Of Trustees For Local 489 Health And Welfare Plan under EIN 52-1045309 and plan number 501. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130080010NAL0000762256002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees For Local 489 Health And Welfare Plan
- EIN
- 52-1045309
- Plan number
- 501
- Location
- Cumberland, MD
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,579,578
- Net assets (EOY)
- $1,579,578
- Employer contributions
- $1,607,266
- Participant contributions
- $94,942
- Total income / additions
- $1,844,830
- Benefits paid
- $1,465,460
- Administrative expenses
- $100,293
- Total expenses
- $1,565,753
- Net increase / (decrease)
- $279,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 90 Degree Benefits | NONE | $52,470 | not reported in the loaded dataset |
| Cigna | NONE | $0 | $28,468 |
| Frank Gerwig & Associates P.A. | NONE | $24,900 | not reported in the loaded dataset |
| Plumbers & Steamfitters | EMPLOYEE ORGANIZATION | $17,457 | not reported in the loaded dataset |
| National Brokerage Services, Inc. | NONE | $16,359 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $14,370 | not reported in the loaded dataset |
| Turnbull, Hoover & Kahl, P.A. | NONE | $14,100 | not reported in the loaded dataset |
| Teladoc | NONE | $0 | $6,912 |
| Ahdi | NONE | $0 | $6,654 |