Plumbers Local Union No 24 Welfare Fund — Form 5500 plan (Plumbers Local Union No 24 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 Local Union No 24 Welfare Fund is a benefit plan reported by Plumbers Local Union No 24 Welfare Fund under EIN 22-6044230 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,026 participants and $41,092,563 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local Union No 24 Welfare Fund
- EIN
- 22-6044230
- Plan number
- 501
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,026
- End-of-year plan assets
- $41,092,563
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,026 | H, C | 20250213170559NAL0038232688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,092,563
- Total liabilities (EOY)
- $3,902,629
- Net assets (EOY)
- $37,189,934
- Net assets (BOY)
- $35,170,192
Income & contributions
- Employer contributions
- $19,579,310
- Participant contributions
- $712,242
- Total contributions
- $20,291,552
- Total income / additions
- $22,766,710
Expenses & distributions
- Benefits paid
- $19,979,233
- Administrative expenses
- $767,735
- Total expenses
- $20,746,968
- Net increase / (decrease)
- $2,019,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Healthcare Services, Inc | CONTRACT ADMINISTRATOR | $398,832 | $0 | 2023 |
| I E Shaffer & Co | NONE | $337,958 | not reported in the loaded dataset | 2023 |
| Capital Rx, Inc. | CONTRACT ADMINISTRATOR | $168,041 | not reported in the loaded dataset | 2023 |
| Labor First LLC | CONTRACT ADMINISTRATOR | $79,821 | not reported in the loaded dataset | 2023 |
| Gerson & Associates Cpas And Adviso | NONE | $42,082 | not reported in the loaded dataset | 2023 |
| Plumbers Local Union No. 24 Pension | AFFILIATED | $40,364 | not reported in the loaded dataset | 2023 |
| Weaver C Barksdale | NONE | $32,891 | not reported in the loaded dataset | 2023 |
| Basil Castrovinci Associates | NONE | $29,820 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $13,897 | $0 | 2023 |
| Lindabury, Mccormack & Estabrook | NONE | $12,403 | not reported in the loaded dataset | 2023 |
| Oransky, Scaraggi, & Borg, P.C. | NONE | $9,750 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE | $9,406 | $0 | 2023 |
| Zazzali, Fagella, Nowak Kleinbaum, | NONE | $7,334 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local Union No 24 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
- I E Shaffer & Co — Schedule C compensation
- Capital Rx, Inc. — Schedule C compensation
- Labor First LLC — Schedule C compensation
- Gerson & Associates Cpas And Adviso — Schedule C compensation
- Plumbers Local Union No. 24 Pension — Schedule C compensation
- Weaver C Barksdale — Schedule C compensation
- Basil Castrovinci Associates — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Lindabury, Mccormack & Estabrook — Schedule C compensation
- Oransky, Scaraggi, & Borg, P.C. — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- Zazzali, Fagella, Nowak Kleinbaum, — Schedule C compensation