2023 Form 5500 filing — Plumbers & Steamfitters Managed Health Care 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 20250415124601NAL0005611824001) for Plumbers & Steamfitters Managed Health Care Plan, reported by Board Of Trustees Plumbers & Steamfitters Managed Health Care Pl under EIN 94-3203548 and plan number 501. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415124601NAL0005611824001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Plumbers & Steamfitters Managed Health Care Pl
- EIN
- 94-3203548
- Plan number
- 501
- Location
- Vacaville, CA
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,547,105
- Total liabilities (EOY)
- $40,745
- Net assets (EOY)
- $14,506,360
- Employer contributions
- $7,036,565
- Participant contributions
- $531,582
- Total income / additions
- $8,447,334
- Benefits paid
- $7,241,259
- Administrative expenses
- $676,635
- Total expenses
- $7,917,894
- Net increase / (decrease)
- $529,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ua Local 343 | NONE | $104,964 | not reported in the loaded dataset |
| Ryan Mccall | EMPLOYEE | $85,353 | not reported in the loaded dataset |
| Calvin Gin | EMPLOYEE | $81,069 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $71,873 | not reported in the loaded dataset |
| Paula Harris | EMPLOYEE | $64,552 | not reported in the loaded dataset |
| Nwps | NONE | $36,700 | not reported in the loaded dataset |
| Kraw Law Group, Apc | NONE | $28,331 | not reported in the loaded dataset |
| Heather Clanton | NONE | $18,688 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $18,542 | not reported in the loaded dataset |
| Pace Software Systems | NONE | $7,673 | not reported in the loaded dataset |
| Us Bank | NONE | $5,957 | $0 |