2023 Form 5500 filing — Plumbers & Pipefitters Local Union 51 Health & 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 20250218145741NAL0002638979001) for Plumbers & Pipefitters Local Union 51 Health & Welfare Plan, reported by Board Of Trustees Of The Ua Local Union No. 51 Health & Welfare Plan under EIN 05-0498023 and plan number 501. It reports 971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218145741NAL0002638979001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Ua Local Union No. 51 Health & Welfare Plan
- EIN
- 05-0498023
- Plan number
- 501
- Location
- Riverside, RI
- Participants
- 971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,873,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,873,928
- Employer contributions
- $11,936,091
- Participant contributions
- $704,484
- Total income / additions
- $13,124,795
- Benefits paid
- $12,816,630
- Administrative expenses
- $549,737
- Total expenses
- $13,366,367
- Net increase / (decrease)
- -$241,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ward, Fisher, & Co. | NONE | $76,875 | not reported in the loaded dataset |
| Rodio & Ursillo | NONE | $46,260 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $27,500 | not reported in the loaded dataset |
| Cherion, Inc. | NONE | $17,732 | not reported in the loaded dataset |
| Robert M. Cheverie & Assoc., P.C. | NONE | $10,481 | not reported in the loaded dataset |