2023 Form 5500 filing — Plumbers, Pipefitters, Refrigeration Workers Service Techs Local 434 Health & Welfare Trust
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 20250226090007NAL0000856033001) for Plumbers, Pipefitters, Refrigeration Workers Service Techs Local 434 Health & Welfare Trust, reported by Local 434 Health & Welfare Fund Workers And Service Techs under EIN 39-1856935 and plan number 501. It reports 952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226090007NAL0000856033001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 434 Health & Welfare Fund Workers And Service Techs
- EIN
- 39-1856935
- Plan number
- 501
- Location
- Mosinee, WI
- Participants
- 952
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,861,356
- Total liabilities (EOY)
- $13,821,152
- Net assets (EOY)
- $24,040,204
- Employer contributions
- $18,055,004
- Participant contributions
- $1,152,122
- Total income / additions
- $22,497,135
- Benefits paid
- $16,432,960
- Administrative expenses
- $1,833,094
- Total expenses
- $18,266,054
- Net increase / (decrease)
- $4,231,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Wisconsin | NONE | $428,036 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | NONE | $376,633 | not reported in the loaded dataset |
| Segal | NONE | $86,425 | not reported in the loaded dataset |
| Reinhart, Boerner & Van Deuren | NONE | $57,628 | not reported in the loaded dataset |
| Case Management Specialists | NONE | $56,534 | not reported in the loaded dataset |
| Rmb Capital Management, LLC | NONE | $41,642 | not reported in the loaded dataset |
| Andco Consulting, LLC | NONE | $35,000 | not reported in the loaded dataset |
| Bauman Associates, Ltd. | NONE | $28,170 | not reported in the loaded dataset |
| Delta Dental | NONE | $17,091 | not reported in the loaded dataset |
| Associated Trust Company | NONE | $10,565 | not reported in the loaded dataset |
| Fr Secure LLC | NONE | $8,250 | not reported in the loaded dataset |
| Combined Crafts | NONE | $7,368 | not reported in the loaded dataset |