2023 Form 5500 filing — Plumbers Union Local No. 12 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 20250612150902NAL0017097729001) for Plumbers Union Local No. 12 Welfare Plan, reported by Plumbers Union Local 12 Welfare Plan Health And Welfare Fund under EIN 04-2157164 and plan number 501. It reports 2,217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$33.2MReported net assets$33,156,972

Participants2.2K2,217

Provider compensation$641.2K15 Schedule C row(s)$641,191

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250612150902NAL0017097729001
Plan sponsor: Plumbers Union Local 12 Welfare Plan Health And Welfare Fund
EIN: 04-2157164
Plan number: 501
Location: Boston, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35.8M total assets

Net assets$33.2MLiabilities$2.6M

Money in vs. money out

Total income / additions$39.5M

Total expenses$38.7M

Benefits paid / distributions$37.8M

Contributions

Employer$35.7M

Participant$1.7M

Full reported line items

Total assets (EOY): $35,755,487
Total liabilities (EOY): $2,598,515
Net assets (EOY): $33,156,972
Employer contributions: $35,662,180
Participant contributions: $1,688,836
Total income / additions: $39,546,329
Benefits paid: $37,820,434
Administrative expenses: $851,098
Total expenses: $38,671,532
Net increase / (decrease): $874,797

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Boston Benefit Partners$89.3K
NONE · Direct $89.3K
2
Employee E$76.1K
EMPLOYEE · Direct $76.1K
3
Sei$69.7K
NONE · Direct $69.7K
4
Bridgeway Benefit Technologies$66.4K
NONE · Direct $66.4K
5
Robert Cheverie$59K
NONE · Direct $59K
6
Employee F$56.6K
EMPLOYEE · Direct $56.6K
7
Modern Assistance$51.7K
NONE · Direct $51.7K
8
Manzi & Associates$47.8K
NONE · Direct $47.8K
9
Employee A$34.6K
EMPLOYEE · Direct $34.6K
10
Employee B$32.2K
EMPLOYEE · Direct $32.2K
11
Employee D$27.6K
EMPLOYEE · Direct $27.6K
12
Cbiz Savitz$8.8K
NONE · Direct $8.8K
13
Employee C$8.6K
EMPLOYEE · Direct $8.6K
14
Davis Vision$7.7K
NONE · Direct $7.7K
15
Smart Data Solutions$5K
NONE · Direct $5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250612150902NAL0017097729001 cover?: It is the 2023 Form 5500 filing for Plumbers Union Local No. 12 Welfare Plan, reported by Plumbers Union Local 12 Welfare Plan Health And Welfare Fund (EIN 04-2157164).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).