United Association Local Union No. 322 Health & Welfare Fund — Form 5500 plan (Plumbers And Steamfitters Local 322 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, United Association Local Union No. 322 Health & Welfare Fund is a benefit plan reported by Plumbers And Steamfitters Local 322 Health And Welfare Fund under EIN 21-0699966 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,264 participants and $32,188,776 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Steamfitters Local 322 Health And Welfare Fund
- EIN
- 21-0699966
- Plan number
- 501
- Plan type
- 1
- Location
- Hammonton, NJ
- Latest filing year
- 2023
- Participants
- 1,264
- End-of-year plan assets
- $32,188,776
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,264 | H, C | 20250213095750NAL0039110208002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,188,776
- Total liabilities (EOY)
- $2,787,269
- Net assets (EOY)
- $29,401,507
- Net assets (BOY)
- $25,297,995
Income & contributions
- Employer contributions
- $30,370,539
- Participant contributions
- $303,023
- Total contributions
- $30,673,562
- Total income / additions
- $31,801,710
Expenses & distributions
- Benefits paid
- $26,374,319
- Administrative expenses
- $1,323,879
- Total expenses
- $27,698,198
- Net increase / (decrease)
- $4,103,512
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Healthcare Services, Inc. | NONE | $536,785 | $0 | 2023 |
| Labor First LLC | NONE | $317,583 | not reported in the loaded dataset | 2023 |
| Jackie Swanson | EMPLOYEE | $89,840 | not reported in the loaded dataset | 2023 |
| Sherry Raso | EMPLOYEE | $86,925 | not reported in the loaded dataset | 2023 |
| Conner Strong & Buckelew Companies | NONE | $79,000 | not reported in the loaded dataset | 2023 |
| John Shaloo | EMPLOYEE | $73,715 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $69,340 | not reported in the loaded dataset | 2023 |
| Smith Graham & Co. Investment Advis | NONE | $58,948 | $0 | 2023 |
| Novak Francella LLC | NONE | $57,738 | not reported in the loaded dataset | 2023 |
| Patti Dubosque | EMPLOYEE | $53,033 | not reported in the loaded dataset | 2023 |
| A&A Services LLC Dba Sav-Rx | NONE | $50,559 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $37,738 | $0 | 2023 |
| The Mckeogh Company | NONE | $36,167 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $33,051 | not reported in the loaded dataset | 2023 |
| Lindabury Mccormick Estabrook & Coo | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Paychex | NONE | $12,446 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue, Llp | NONE | $10,850 | not reported in the loaded dataset | 2023 |
| Holroyd Gelman, P.C. | NONE | $9,923 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Steamfitters Local 322 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hammonton, NJ
- Horizon Healthcare Services, Inc. — Schedule C compensation
- Labor First LLC — Schedule C compensation
- Jackie Swanson — Schedule C compensation
- Sherry Raso — Schedule C compensation
- Conner Strong & Buckelew Companies — Schedule C compensation
- John Shaloo — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Smith Graham & Co. Investment Advis — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Patti Dubosque — Schedule C compensation
- A&A Services LLC Dba Sav-Rx — Schedule C compensation
- Pnc Bank — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Lindabury Mccormick Estabrook & Coo — Schedule C compensation
- Paychex — Schedule C compensation
- O'Donoghue & O'Donoghue, Llp — Schedule C compensation
- Holroyd Gelman, P.C. — Schedule C compensation