2023 Form 5500 filing — Plumbers And Pipefitters Local 520 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 20250215094649NAL0051365218001) for Plumbers And Pipefitters Local 520 Health And Welfare Fund, reported by Plumbers And Pipefitters Local 520 Health & Welfare Fund under EIN 23-6280075 and plan number 501. It reports 1,726 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250215094649NAL0051365218001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers And Pipefitters Local 520 Health & Welfare Fund
- EIN
- 23-6280075
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 1,726
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,789,457
- Total liabilities (EOY)
- $4,273,559
- Net assets (EOY)
- $23,515,898
- Employer contributions
- $23,353,954
- Participant contributions
- $2,356,951
- Total income / additions
- $27,102,455
- Benefits paid
- $22,875,242
- Administrative expenses
- $518,625
- Total expenses
- $23,393,867
- Net increase / (decrease)
- $3,708,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $281,114 | not reported in the loaded dataset |
| Aetna | NONE | $230,380 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc. | NONE | $60,000 | not reported in the loaded dataset |
| Delta Dental | NONE | $48,327 | not reported in the loaded dataset |
| Fischer Dorwart | NONE | $21,340 | not reported in the loaded dataset |
| Pfm Asset Management, LLC | NONE | $16,501 | not reported in the loaded dataset |
| Odonoghue & Odonoghue Llp | NONE | $16,225 | not reported in the loaded dataset |
| Kang Haggerty | NONE | $9,593 | not reported in the loaded dataset |