2023 Form 5500 filing — Retiree Medical Plan Of The Plumbers' Welfare Fund Local 130, U.A.
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 20250310093713NAL0016109761001) for Retiree Medical Plan Of The Plumbers' Welfare Fund Local 130, U.A., reported by Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A. under EIN 36-4026252 and plan number 503. It reports 2,589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310093713NAL0016109761001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.
- EIN
- 36-4026252
- Plan number
- 503
- Location
- Chicago, IL
- Participants
- 2,589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,267,810
- Total liabilities (EOY)
- $3,561,341
- Net assets (EOY)
- $62,706,469
- Employer contributions
- $9,087,706
- Participant contributions
- $3,155,429
- Total income / additions
- $20,648,229
- Benefits paid
- $19,226,419
- Administrative expenses
- $881,222
- Total expenses
- $20,107,641
- Net increase / (decrease)
- $540,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marathon Health, LLC | NONE | $588,071 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $390,500 | not reported in the loaded dataset |
| Union Eyes, LLC | NONE | $252,271 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Il | NONE | $240,858 | $0 |
| Joseph Ohm | EMPLOYEE | $95,755 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $75,828 | $0 |
| The Segal Company (Midwest), Inc. | NONE | $68,740 | not reported in the loaded dataset |
| Graciela Delgado | EMPLOYEE | $58,966 | not reported in the loaded dataset |
| Lisa Surdyk | EMPLOYEE | $47,863 | not reported in the loaded dataset |
| Lisa Bowe | EMPLOYEE | $46,587 | not reported in the loaded dataset |
| Maridza Torres-Ramos | EMPLOYEE | $46,074 | not reported in the loaded dataset |
| Natl Invstmt Services Of America | NONE | $38,645 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $36,353 | not reported in the loaded dataset |
| Maire O'Brien | EMPLOYEE | $35,011 | not reported in the loaded dataset |
| Delta Dental Of Illinois | NONE | $34,698 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $32,777 | not reported in the loaded dataset |
| Optum Financial, Inc. | NONE | $32,239 | not reported in the loaded dataset |
| Nancy Jones | EMPLOYEE | $29,813 | not reported in the loaded dataset |
| Datamation Imaging | NONE | $17,935 | not reported in the loaded dataset |
| Gregorio, Stec, Klein & Hose | NONE | $16,033 | not reported in the loaded dataset |
| Eyemed Vision Care LLC | NONE | $14,036 | not reported in the loaded dataset |
| Laner Muchin, Ltd. | NONE | $12,742 | not reported in the loaded dataset |
| Hines & Associates, Inc. | NONE | $10,619 | not reported in the loaded dataset |
| Zelis Payments Holding LLC | NONE | $9,522 | $0 |
| Strategic Capital Inv Advisors | NONE | $8,193 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $7,417 | $0 |
| Morgan Birge & Associates, Inc. | NONE | $4,304 | $0 |
| Bmo Bank, Na | NONE | $3,347 | $0 |