Plumbers & Pipefitters Local 9 Welfare Plan — Form 5500 plan (Plumbers & Pipefitters Local 9 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 & Pipefitters Local 9 Welfare Plan is a benefit plan reported by Plumbers & Pipefitters Local 9 Welfare Fund under EIN 22-2212764 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,206 participants and $39,016,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Pipefitters Local 9 Welfare Fund
- EIN
- 22-2212764
- Plan number
- 501
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,206
- End-of-year plan assets
- $39,016,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,206 | H, C | 20250326140301NAL0024062976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,016,551
- Total liabilities (EOY)
- $4,031,888
- Net assets (EOY)
- $34,984,663
- Net assets (BOY)
- $29,552,072
Income & contributions
- Employer contributions
- $27,598,382
- Participant contributions
- $2,018,947
- Total contributions
- $29,617,329
- Total income / additions
- $33,102,079
Expenses & distributions
- Benefits paid
- $26,693,876
- Administrative expenses
- $975,612
- Total expenses
- $27,669,488
- Net increase / (decrease)
- $5,432,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Healthcare Services, Inc | CONTRACT ADMINISTRATOR | $723,542 | not reported in the loaded dataset | 2023 |
| Ie Shaffer & Co | NONE | $705,473 | not reported in the loaded dataset | 2023 |
| Costco Health Solutions | NONE | $93,613 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance | NONE | $80,960 | not reported in the loaded dataset | 2023 |
| Gerson & Associates, Cpas & Adv, Pc | NONE | $51,142 | not reported in the loaded dataset | 2023 |
| Pelletieri, Rabstein, & Altman | NONE | $40,280 | not reported in the loaded dataset | 2023 |
| Lindabury, Mccormick, Estabrook, Co | NONE | $24,904 | not reported in the loaded dataset | 2023 |
| Milliman Inc | NONE | $15,649 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Pipefitters Local 9 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- Horizon Healthcare Services, Inc — Schedule C compensation
- Ie Shaffer & Co — Schedule C compensation
- Costco Health Solutions — Schedule C compensation
- Prudential Retirement Insurance — Schedule C compensation
- Gerson & Associates, Cpas & Adv, Pc — Schedule C compensation
- Pelletieri, Rabstein, & Altman — Schedule C compensation
- Lindabury, Mccormick, Estabrook, Co — Schedule C compensation
- Milliman Inc — Schedule C compensation
- The Mckeogh Company — Schedule C compensation