United Association Local No. 7 Welfare Fund — Form 5500 plan (Plumbers And Steamfitters Local No. 7 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, United Association Local No. 7 Welfare Fund is a benefit plan reported by Plumbers And Steamfitters Local No. 7 Welfare Fund under EIN 14-6029930 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,144 participants and $93,079,900 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Steamfitters Local No. 7 Welfare Fund
- EIN
- 14-6029930
- Plan number
- 501
- Plan type
- 1
- Location
- Latham, NY
- Latest filing year
- 2023
- Participants
- 1,144
- End-of-year plan assets
- $93,079,900
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,144 | H, C | 20250314145346NAL0011901299002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,079,900
- Total liabilities (EOY)
- $1,012,289
- Net assets (EOY)
- $92,067,611
- Net assets (BOY)
- $82,126,933
Income & contributions
- Employer contributions
- $14,356,345
- Participant contributions
- $835,978
- Total contributions
- $15,192,323
- Total income / additions
- $25,864,405
Expenses & distributions
- Benefits paid
- $15,051,016
- Administrative expenses
- $872,711
- Total expenses
- $15,923,727
- Net increase / (decrease)
- $9,940,678
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital District Physicians Health | NONE | $443,840 | not reported in the loaded dataset | 2023 |
| Retiree First | NONE | $140,655 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Management Group | NONE | $81,268 | not reported in the loaded dataset | 2023 |
| Ryan Heimroth | EMPLOYEE | $66,829 | not reported in the loaded dataset | 2023 |
| New Century Advisors | NONE | $57,556 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc. | NONE | $50,625 | not reported in the loaded dataset | 2023 |
| Income Research + Management | NONE | $42,412 | not reported in the loaded dataset | 2023 |
| Leslie A. Vandenburgh-Baldwin | EMPLOYEE | $40,847 | not reported in the loaded dataset | 2023 |
| Tracey Rex | EMPLOYEE | $40,831 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $38,959 | not reported in the loaded dataset | 2023 |
| Mengel, Metzger, Barr, And Co., | NONE | $38,753 | not reported in the loaded dataset | 2023 |
| Delta Dental Services | NONE | $28,305 | not reported in the loaded dataset | 2023 |
| Mpc Capital Advisors LLC | NONE | $26,841 | not reported in the loaded dataset | 2023 |
| Justine Koerner | EMPLOYEE | $26,046 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $17,609 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $8,534 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Steamfitters Local No. 7 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Latham, NY
- Capital District Physicians Health — Schedule C compensation
- Retiree First — Schedule C compensation
- Silvercrest Asset Management Group — Schedule C compensation
- Ryan Heimroth — Schedule C compensation
- New Century Advisors — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Income Research + Management — Schedule C compensation
- Leslie A. Vandenburgh-Baldwin — Schedule C compensation
- Tracey Rex — Schedule C compensation
- Blitman & King — Schedule C compensation
- Mengel, Metzger, Barr, And Co., — Schedule C compensation
- Delta Dental Services — Schedule C compensation
- Mpc Capital Advisors LLC — Schedule C compensation
- Justine Koerner — Schedule C compensation
- Express Scripts — Schedule C compensation
- Us Bank — Schedule C compensation