2023 Form 5500 filing — Plumbers Union Local 55 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 20250218184238NAL0003393793001) for Plumbers Union Local 55 Health & Welfare Plan, reported by Joint Board Of Trustees Plumbers Union Local 55 H&W under EIN 34-0754952 and plan number 501. It reports 708 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218184238NAL0003393793001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Plumbers Union Local 55 H&W
- EIN
- 34-0754952
- Plan number
- 501
- Location
- Brooklyn Heights, OH
- Participants
- 708
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,909,110
- Total liabilities (EOY)
- $10,353,098
- Net assets (EOY)
- $4,556,012
- Employer contributions
- $8,367,323
- Participant contributions
- $508,554
- Total income / additions
- $9,179,491
- Benefits paid
- $7,430,142
- Administrative expenses
- $641,250
- Total expenses
- $8,071,392
- Net increase / (decrease)
- $1,108,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cds Administrators | not reported in the loaded dataset | $131,617 | not reported in the loaded dataset |
| Buck Consultants | not reported in the loaded dataset | $68,004 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips, LLC | not reported in the loaded dataset | $26,511 | not reported in the loaded dataset |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $24,129 | not reported in the loaded dataset |
| Andco Consulting, LLC | not reported in the loaded dataset | $15,000 | not reported in the loaded dataset |
| Plumbers Union Local #55 | not reported in the loaded dataset | $8,460 | not reported in the loaded dataset |