Plumbers Union Local No. 12 Welfare Plan — Form 5500 plan (Plumbers Union Local 12 Welfare Plan Health And Welfare Fund)
Plain-English plan 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, Plumbers Union Local No. 12 Welfare Plan is a benefit plan reported by Plumbers Union Local 12 Welfare Plan Health And Welfare Fund under EIN 04-2157164 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,217 participants and $35,755,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Union Local 12 Welfare Plan Health And Welfare Fund
- EIN
- 04-2157164
- Plan number
- 501
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 2,217
- End-of-year plan assets
- $35,755,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,217 | H, C | 20250612150902NAL0017097729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,755,487
- Total liabilities (EOY)
- $2,598,515
- Net assets (EOY)
- $33,156,972
- Net assets (BOY)
- $32,282,175
Income & contributions
- Employer contributions
- $35,662,180
- Participant contributions
- $1,688,836
- Total contributions
- $37,351,016
- Total income / additions
- $39,546,329
Expenses & distributions
- Benefits paid
- $37,820,434
- Administrative expenses
- $851,098
- Total expenses
- $38,671,532
- Net increase / (decrease)
- $874,797
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boston Benefit Partners | NONE | $89,278 | not reported in the loaded dataset | 2023 |
| Employee E | EMPLOYEE | $76,140 | not reported in the loaded dataset | 2023 |
| Sei | NONE | $69,709 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $66,388 | not reported in the loaded dataset | 2023 |
| Robert Cheverie | NONE | $59,000 | not reported in the loaded dataset | 2023 |
| Employee F | EMPLOYEE | $56,641 | not reported in the loaded dataset | 2023 |
| Modern Assistance | NONE | $51,720 | not reported in the loaded dataset | 2023 |
| Manzi & Associates | NONE | $47,790 | not reported in the loaded dataset | 2023 |
| Employee A | EMPLOYEE | $34,627 | not reported in the loaded dataset | 2023 |
| Employee B | EMPLOYEE | $32,164 | not reported in the loaded dataset | 2023 |
| Employee D | EMPLOYEE | $27,631 | not reported in the loaded dataset | 2023 |
| Cbiz Savitz | NONE | $8,800 | not reported in the loaded dataset | 2023 |
| Employee C | EMPLOYEE | $8,604 | not reported in the loaded dataset | 2023 |
| Davis Vision | NONE | $7,695 | not reported in the loaded dataset | 2023 |
| Smart Data Solutions | NONE | $5,004 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Union Local 12 Welfare Plan Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Boston Benefit Partners — Schedule C compensation
- Employee E — Schedule C compensation
- Sei — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Robert Cheverie — Schedule C compensation
- Employee F — Schedule C compensation
- Modern Assistance — Schedule C compensation
- Manzi & Associates — Schedule C compensation
- Employee A — Schedule C compensation
- Employee B — Schedule C compensation
- Employee D — Schedule C compensation
- Cbiz Savitz — Schedule C compensation
- Employee C — Schedule C compensation
- Davis Vision — Schedule C compensation
- Smart Data Solutions — Schedule C compensation