2023 Form 5500 filing — Upper Peninsula Plumbers & Pipefitters Health And 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 20250415160012NAL0003524177001) for Upper Peninsula Plumbers & Pipefitters Health And Welfare Plan, reported by Trustees Upper Peninsula Plumbers Pipefitters Health & Welfare Plan under EIN 38-6111803 and plan number 501. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415160012NAL0003524177001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Upper Peninsula Plumbers Pipefitters Health & Welfare Plan
- EIN
- 38-6111803
- Plan number
- 501
- Location
- Greendale, WI
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,393,768
- Total liabilities (EOY)
- $3,098,541
- Net assets (EOY)
- $7,295,227
- Employer contributions
- $4,615,652
- Participant contributions
- $270,518
- Total income / additions
- $5,840,856
- Benefits paid
- $4,451,083
- Administrative expenses
- $488,067
- Total expenses
- $4,939,150
- Net increase / (decrease)
- $901,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $259,138 | $0 |
| Zenith American | NONE | $143,944 | not reported in the loaded dataset |
| Novara Tesija,Pllc | NONE | $85,631 | not reported in the loaded dataset |
| Michael G Buck | NONE | $0 | $33,720 |
| Benda, Grace, Stulz & Co., P.C. | NONE | $17,900 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $10,000 | not reported in the loaded dataset |