Plumbers & Pipefitters Local Union 51 Health & Welfare Plan — Form 5500 plan (Board Of Trustees Of The Ua Local Union No. 51 Health & Welfare Plan)
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 & Pipefitters Local Union 51 Health & Welfare Plan is a benefit plan reported by Board Of Trustees Of The Ua Local Union No. 51 Health & Welfare Plan under EIN 05-0498023 and plan number 501. The latest loaded filing year is 2023. The filing reports 971 participants and $15,873,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Ua Local Union No. 51 Health & Welfare Plan
- EIN
- 05-0498023
- Plan number
- 501
- Plan type
- 1
- Location
- Riverside, RI
- Latest filing year
- 2023
- Participants
- 971
- End-of-year plan assets
- $15,873,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 971 | H, C | 20250218145741NAL0002638979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,873,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,873,928
- Net assets (BOY)
- $16,115,500
Income & contributions
- Employer contributions
- $11,936,091
- Participant contributions
- $704,484
- Total contributions
- $12,640,575
- Total income / additions
- $13,124,795
Expenses & distributions
- Benefits paid
- $12,816,630
- Administrative expenses
- $549,737
- Total expenses
- $13,366,367
- Net increase / (decrease)
- -$241,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ward, Fisher, & Co. | NONE | $76,875 | not reported in the loaded dataset | 2023 |
| Rodio & Ursillo | NONE | $46,260 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Cherion, Inc. | NONE | $17,732 | not reported in the loaded dataset | 2023 |
| Robert M. Cheverie & Assoc., P.C. | NONE | $10,481 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Ua Local Union No. 51 Health & Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Riverside, RI
- Ward, Fisher, & Co. — Schedule C compensation
- Rodio & Ursillo — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Cherion, Inc. — Schedule C compensation
- Robert M. Cheverie & Assoc., P.C. — Schedule C compensation