2023 Form 5500 filing — Plumbers & Steamfitters Local 21 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 20250411124301NAL0023227297001) for Plumbers & Steamfitters Local 21 Welfare Fund, reported by Board Of Trustees P&S Local 21 Welfare Fund under EIN 13-4017983 and plan number 501. It reports 997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411124301NAL0023227297001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees P&S Local 21 Welfare Fund
- EIN
- 13-4017983
- Plan number
- 501
- Location
- Peekskill, NY
- Participants
- 997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,891,918
- Total liabilities (EOY)
- $2,396,801
- Net assets (EOY)
- $18,495,117
- Employer contributions
- $20,508,538
- Participant contributions
- $893,050
- Total income / additions
- $24,452,742
- Benefits paid
- $19,667,197
- Administrative expenses
- $1,195,653
- Total expenses
- $20,862,850
- Net increase / (decrease)
- $3,589,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empire Healthchoice Assurance, Inc | NONE | $496,946 | $49,303 |
| Local 21 Administrative Fund | NONE | $419,051 | not reported in the loaded dataset |
| The Segal Company, Inc. | NONE | $65,000 | $0 |
| Mspc | NONE | $33,487 | $0 |
| Barnes, Iaccarino, Shepherd Llp | NONE | $28,020 | not reported in the loaded dataset |
| Larry Magarik, Esq. | NONE | $15,014 | not reported in the loaded dataset |
| Dmi Bookkeeping & Accounting | NONE | $10,500 | not reported in the loaded dataset |
| Reynolds Consulting Services LLC | NONE | $8,475 | not reported in the loaded dataset |
| Stacey Braun | NONE | $5,285 | not reported in the loaded dataset |