2023 Form 5500 filing — Kalamazoo Plumbers & Pipefitters Local Union No. 357 Health & Welfare Benefit 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 20250414171507NAL0000941299002) for Kalamazoo Plumbers & Pipefitters Local Union No. 357 Health & Welfare Benefit Plan, reported by Board Of Trustees Of The Plumbers Pipefitters 357 Health & Welfare under EIN 38-6156571 and plan number 501. It reports 744 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414171507NAL0000941299002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Plumbers Pipefitters 357 Health & Welfare
- EIN
- 38-6156571
- Plan number
- 501
- Location
- Bingham Farms, MI
- Participants
- 744
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,927,603
- Total liabilities (EOY)
- $7,566,297
- Net assets (EOY)
- $14,361,306
- Employer contributions
- $13,275,150
- Participant contributions
- $1,279,416
- Total income / additions
- $16,718,951
- Benefits paid
- $12,035,830
- Administrative expenses
- $822,482
- Total expenses
- $12,858,312
- Net increase / (decrease)
- $3,860,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sav-Rx | NONE | $1,703,513 | not reported in the loaded dataset |
| Umr, Inc. | NONE | $214,033 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $125,860 | not reported in the loaded dataset |
| Bultynck & Co., P.L.L.C. | NONE | $103,737 | not reported in the loaded dataset |
| Novara, Tesija & Catenacci, Pllc | NONE | $100,988 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $63,300 | not reported in the loaded dataset |
| Labor First LLC | NONE | $57,420 | not reported in the loaded dataset |
| Solxsys Administrative Solutions | NONE | $53,359 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $51,732 | not reported in the loaded dataset |
| Delta Dental Of Michigan | NONE | $27,309 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $14,700 | not reported in the loaded dataset |
| Morgan Stanley Global Banking | NONE | $10,000 | not reported in the loaded dataset |
| Madison Investment Advisors | NONE | $9,529 | not reported in the loaded dataset |
| Comerica Bank | NONE | $4,835 | $125 |