2023 Form 5500 filing — Plumbing And Pipefitting Industry Health And Welfare Fund Of Kansas
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 20250509074506NAL0013098721001) for Plumbing And Pipefitting Industry Health And Welfare Fund Of Kansas, reported by Plumbing And Pipefitting Industry Health And Welfare Fund Of Kansas under EIN 48-6127146 and plan number 501. It reports 1,220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250509074506NAL0013098721001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbing And Pipefitting Industry Health And Welfare Fund Of Kansas
- EIN
- 48-6127146
- Plan number
- 501
- Location
- Oak Brook, IL
- Participants
- 1,220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,033,883
- Total liabilities (EOY)
- $2,495,339
- Net assets (EOY)
- $21,538,544
- Employer contributions
- $21,618,572
- Participant contributions
- $211,145
- Total income / additions
- $22,918,993
- Benefits paid
- $18,205,603
- Administrative expenses
- $786,104
- Total expenses
- $18,991,707
- Net increase / (decrease)
- $3,927,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna | CLAIMS PROCESSING | $570,280 | not reported in the loaded dataset |
| Bmgi | ADMINISTRATOR | $300,400 | not reported in the loaded dataset |
| Spencer Fane | LEGAL | $200,066 | not reported in the loaded dataset |
| Morrow & Co | AUDITOR | $66,286 | not reported in the loaded dataset |
| Redstone Advisors | INVESTMENT ADVISOR | $56,047 | not reported in the loaded dataset |
| Delta Dental Of Ks | CLAIMS PROCESSING | $54,655 | not reported in the loaded dataset |
| Emprise Bank | CUSTODIAN | $43,382 | not reported in the loaded dataset |
| Taft-Hartley Services | CONSULTANT | $40,882 | not reported in the loaded dataset |
| Sommers & Fahrenbach | PRINTING | $22,055 | not reported in the loaded dataset |
| Union Insurance Group | INSURANCE PROVIDER | $15,364 | not reported in the loaded dataset |
| Osborne Carreiro & Associates, Inc. | ACTUARY | $9,250 | not reported in the loaded dataset |