2023 Form 5500 filing — Plumbers & Steamfitters Local 43 H & W 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 20250414093009NAL0002884016001) for Plumbers & Steamfitters Local 43 H & W Fund, reported by Plumbers & Steamfitters Local 43 H & W Fund under EIN 62-0717969 and plan number 501. It reports 680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414093009NAL0002884016001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local 43 H & W Fund
- EIN
- 62-0717969
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 680
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,734,029
- Total liabilities (EOY)
- $437,240
- Net assets (EOY)
- $13,296,789
- Employer contributions
- $7,674,883
- Participant contributions
- $90,937
- Total income / additions
- $9,045,892
- Benefits paid
- $6,813,198
- Administrative expenses
- $713,269
- Total expenses
- $7,526,467
- Net increase / (decrease)
- $1,519,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $349,697 | $24,795 |
| Southern Benefit Administrators | NONE | $252,000 | not reported in the loaded dataset |
| Bha Consulting | NONE | $27,869 | not reported in the loaded dataset |
| Branstetter, Stranch & Jennings | NONE | $26,667 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor Cpas | NONE | $14,250 | not reported in the loaded dataset |
| Morgan Stanley Global Banking | NONE | $10,068 | not reported in the loaded dataset |
| Wells Fargo Bank | NONE | $2,832 | not reported in the loaded dataset |
| Mutual And Exchange Traded Funds | NONE | $0 | $0 |