2023 Form 5500 filing — Plumbers & Steamfitters Local Union 248 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 20250317133007NAL0002963376004) for Plumbers & Steamfitters Local Union 248 Health And Welfare Fund, reported by Trustees Plumbers & Steamfitters L 248 Health And Welfare Fund under EIN 61-6038481 and plan number 501. It reports 501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317133007NAL0002963376004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Plumbers & Steamfitters L 248 Health And Welfare Fund
- EIN
- 61-6038481
- Plan number
- 501
- Location
- Lexington, KY
- Participants
- 501
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,998,208
- Total liabilities (EOY)
- $578,408
- Net assets (EOY)
- $9,419,800
- Employer contributions
- $6,065,626
- Participant contributions
- $687,671
- Total income / additions
- $7,510,324
- Benefits paid
- $6,143,282
- Administrative expenses
- $243,425
- Total expenses
- $6,386,707
- Net increase / (decrease)
- $1,123,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross Blue Shield | CLAIMS ADMINISTRATOR | $196,552 | not reported in the loaded dataset |
| Umr | CONTRACT ADMINISTRATOR | $93,266 | not reported in the loaded dataset |
| Usi Insurance Services | CONSULTING | $37,500 | not reported in the loaded dataset |
| Melissa Logan | PLAN EMPLOYEE | $31,221 | not reported in the loaded dataset |
| Ledbetter Partners LLC | ATTORNEY | $20,987 | not reported in the loaded dataset |
| Standard Valuations | INVESTMENT CONSULTING | $16,367 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITING | $8,000 | not reported in the loaded dataset |
| Peoples Bank | CUSTODIAN | $6,391 | not reported in the loaded dataset |
| Osborn Carriero & Associates | ACTUARIAL | $5,000 | not reported in the loaded dataset |