2023 Form 5500 filing — Plumbers & Steamfitters Local #521 Health & 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 20250714171834NAL0001334865003) for Plumbers & Steamfitters Local #521 Health & Welfare Fund, reported by Plumbers & Steamfitters Local #521 Health & Welfare Fund under EIN 55-0635214 and plan number 501. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714171834NAL0001334865003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plumbers & Steamfitters Local #521 Health & Welfare Fund
- EIN
- 55-0635214
- Plan number
- 501
- Location
- Ona, WV
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,221,329
- Total liabilities (EOY)
- $952,068
- Net assets (EOY)
- $3,269,261
- Employer contributions
- $2,743,297
- Participant contributions
- $310,156
- Total income / additions
- $3,548,914
- Benefits paid
- $1,519,670
- Administrative expenses
- $313,439
- Total expenses
- $1,833,109
- Net increase / (decrease)
- $1,715,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Benefit Corporation | NONE | $122,084 | not reported in the loaded dataset |
| Anthem Health Plans | NONE | $47,142 | not reported in the loaded dataset |
| Harris, Hardin & Company, A.C. | NONE | $15,832 | not reported in the loaded dataset |
| Oscorn, Carreiro & Associates, Inc. | NONE | $12,200 | not reported in the loaded dataset |
| Standard Valuations | NONE | $7,500 | not reported in the loaded dataset |