2023 Form 5500 filing — Plumbers And Pipefitters Local Union No. 803 Health And Welfare 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 20250512163939NAL0012837267001) for Plumbers And Pipefitters Local Union No. 803 Health And Welfare Fund, reported by Bd Of Trustees Of Ppf Local 803 H&W Fund under EIN 59-6152618 and plan number 501. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250512163939NAL0012837267001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Of Ppf Local 803 H&W Fund
- EIN
- 59-6152618
- Plan number
- 501
- Location
- Fleming Island, FL
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,176,452
- Total liabilities (EOY)
- $322,579
- Net assets (EOY)
- $12,853,873
- Employer contributions
- $4,849,434
- Participant contributions
- $157,246
- Total income / additions
- $5,793,046
- Benefits paid
- $4,349,404
- Administrative expenses
- $300,584
- Total expenses
- $4,649,988
- Net increase / (decrease)
- $1,143,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arorx Savings | NONE | $194,367 | not reported in the loaded dataset |
| United Healthcare | NONE | $168,281 | $689 |
| Acrisure | NONE | $64,665 | $57,363 |
| National Employee Benefits Administ | NONE | $121,949 | not reported in the loaded dataset |
| Drexi Rx | NONE | $37,710 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $27,797 | not reported in the loaded dataset |
| Medexpert | NONE | $15,173 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard & Ca | NONE | $14,891 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $12,000 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $10,965 | $0 |
| Procare Pharmacy Benefit Manager | NONE | $6,400 | not reported in the loaded dataset |
| Southern Actuarial Services Co. Inc | NONE | $5,000 | not reported in the loaded dataset |