Plumbers & Steamfitters Local 21 Welfare Fund — Form 5500 plan (Board Of Trustees P&S Local 21 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 & Steamfitters Local 21 Welfare Fund is a benefit plan reported by Board Of Trustees P&S Local 21 Welfare Fund under EIN 13-4017983 and plan number 501. The latest loaded filing year is 2023. The filing reports 997 participants and $20,891,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees P&S Local 21 Welfare Fund
- EIN
- 13-4017983
- Plan number
- 501
- Plan type
- 1
- Location
- Peekskill, NY
- Latest filing year
- 2023
- Participants
- 997
- End-of-year plan assets
- $20,891,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 997 | H, C | 20250411124301NAL0023227297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,891,918
- Total liabilities (EOY)
- $2,396,801
- Net assets (EOY)
- $18,495,117
- Net assets (BOY)
- $14,905,225
Income & contributions
- Employer contributions
- $20,508,538
- Participant contributions
- $893,050
- Total contributions
- $21,401,588
- Total income / additions
- $24,452,742
Expenses & distributions
- Benefits paid
- $19,667,197
- Administrative expenses
- $1,195,653
- Total expenses
- $20,862,850
- Net increase / (decrease)
- $3,589,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empire Healthchoice Assurance, Inc | NONE | $496,946 | $49,303 | 2023 |
| Local 21 Administrative Fund | NONE | $419,051 | not reported in the loaded dataset | 2023 |
| The Segal Company, Inc. | NONE | $65,000 | $0 | 2023 |
| Mspc | NONE | $33,487 | $0 | 2023 |
| Barnes, Iaccarino, Shepherd Llp | NONE | $28,020 | not reported in the loaded dataset | 2023 |
| Larry Magarik, Esq. | NONE | $15,014 | not reported in the loaded dataset | 2023 |
| Dmi Bookkeeping & Accounting | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | NONE | $8,475 | not reported in the loaded dataset | 2023 |
| Stacey Braun | NONE | $5,285 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees P&S Local 21 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Peekskill, NY
- Empire Healthchoice Assurance, Inc — Schedule C compensation
- Local 21 Administrative Fund — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- Mspc — Schedule C compensation
- Barnes, Iaccarino, Shepherd Llp — Schedule C compensation
- Larry Magarik, Esq. — Schedule C compensation
- Dmi Bookkeeping & Accounting — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Stacey Braun — Schedule C compensation