Steamfitters Welfare Fund Local Union No 475 — Form 5500 plan (Board Of Trustees Steamfitters Welfare Fund Local 475)
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, Steamfitters Welfare Fund Local Union No 475 is a benefit plan reported by Board Of Trustees Steamfitters Welfare Fund Local 475 under EIN 22-1516999 and plan number 501. The latest loaded filing year is 2023. The filing reports 819 participants and $49,531,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Steamfitters Welfare Fund Local 475
- EIN
- 22-1516999
- Plan number
- 501
- Plan type
- 1
- Location
- Warren, NJ
- Latest filing year
- 2023
- Participants
- 819
- End-of-year plan assets
- $49,531,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 819 | H, C | 20241014134142NAL0026297089002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,531,176
- Total liabilities (EOY)
- $1,030,749
- Net assets (EOY)
- $48,500,427
- Net assets (BOY)
- $43,199,113
Income & contributions
- Employer contributions
- $17,338,830
- Participant contributions
- $926,525
- Total contributions
- $18,265,355
- Total income / additions
- $20,218,684
Expenses & distributions
- Benefits paid
- $14,439,915
- Administrative expenses
- $477,455
- Total expenses
- $14,917,370
- Net increase / (decrease)
- $5,301,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Blue Cross Blue Shield | MEDICAL CLAIMS PROCESSING | $439,240 | not reported in the loaded dataset | 2023 |
| Labor First | MEDICAL COVERAGE | $249,106 | not reported in the loaded dataset | 2023 |
| Kim E. Devizio | EMPLOYEE | $127,351 | not reported in the loaded dataset | 2023 |
| Marta K Tirtadjaja | EMPLOYEE | $85,254 | not reported in the loaded dataset | 2023 |
| Lorrie Ramsey | EMPLOYEE | $73,957 | not reported in the loaded dataset | 2023 |
| Mspc Cpas & Advisors, P.C. | IQPA | $51,722 | not reported in the loaded dataset | 2023 |
| Bolton Partners | CONSULTANTS | $32,000 | not reported in the loaded dataset | 2023 |
| Mr. Microchip Software Center | IT CONSULTANTS | $31,001 | not reported in the loaded dataset | 2023 |
| Lindabury Mccormick Estabrook | ATTORNEY | $26,002 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Ins & Ann Co. | INVESTMENT MANAGEMENT | $21,444 | not reported in the loaded dataset | 2023 |
| J2 Global Inc. D/B/A Keepitsafe | NONE | $14,081 | not reported in the loaded dataset | 2023 |
| Optum Rx | PRESCRIPTION PROVIDER | $13,591 | $0 | 2023 |
| Highland Capital Management | INVESTMENT MANAGEMENT | $9,081 | not reported in the loaded dataset | 2023 |
| Larry Magarik, Esq | ATTORNEY | $7,680 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Steamfitters Welfare Fund Local 475
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Warren, NJ
- Horizon Blue Cross Blue Shield — Schedule C compensation
- Labor First — Schedule C compensation
- Kim E. Devizio — Schedule C compensation
- Marta K Tirtadjaja — Schedule C compensation
- Lorrie Ramsey — Schedule C compensation
- Mspc Cpas & Advisors, P.C. — Schedule C compensation
- Bolton Partners — Schedule C compensation
- Mr. Microchip Software Center — Schedule C compensation
- Lindabury Mccormick Estabrook — Schedule C compensation
- Prudential Retirement Ins & Ann Co. — Schedule C compensation
- J2 Global Inc. D/B/A Keepitsafe — Schedule C compensation
- Optum Rx — Schedule C compensation
- Highland Capital Management — Schedule C compensation
- Larry Magarik, Esq — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation