2023 Form 5500 filing — Plumbers & Pipefitters Local 9 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 20250326140301NAL0024062976001) for Plumbers & Pipefitters Local 9 Welfare Plan, reported by Plumbers & Pipefitters Local 9 Welfare Fund under EIN 22-2212764 and plan number 501. It reports 1,206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250326140301NAL0024062976001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Pipefitters Local 9 Welfare Fund
- EIN
- 22-2212764
- Plan number
- 501
- Location
- West Trenton, NJ
- Participants
- 1,206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,016,551
- Total liabilities (EOY)
- $4,031,888
- Net assets (EOY)
- $34,984,663
- Employer contributions
- $27,598,382
- Participant contributions
- $2,018,947
- Total income / additions
- $33,102,079
- Benefits paid
- $26,693,876
- Administrative expenses
- $975,612
- Total expenses
- $27,669,488
- Net increase / (decrease)
- $5,432,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Healthcare Services, Inc | CONTRACT ADMINISTRATOR | $723,542 | not reported in the loaded dataset |
| Ie Shaffer & Co | NONE | $705,473 | not reported in the loaded dataset |
| Costco Health Solutions | NONE | $93,613 | not reported in the loaded dataset |
| Prudential Retirement Insurance | NONE | $80,960 | not reported in the loaded dataset |
| Gerson & Associates, Cpas & Adv, Pc | NONE | $51,142 | not reported in the loaded dataset |
| Pelletieri, Rabstein, & Altman | NONE | $40,280 | not reported in the loaded dataset |
| Lindabury, Mccormick, Estabrook, Co | NONE | $24,904 | not reported in the loaded dataset |
| Milliman Inc | NONE | $15,649 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $9,500 | not reported in the loaded dataset |