Steamfitters Local Union No. 420 Welfare Plan — Form 5500 plan (Bd Of Tees Of Steamfitters Lu 420 Welfare Plan)
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 Local Union No. 420 Welfare Plan is a benefit plan reported by Bd Of Tees Of Steamfitters Lu 420 Welfare Plan under EIN 23-2715454 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,393 participants and $224,174,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tees Of Steamfitters Lu 420 Welfare Plan
- EIN
- 23-2715454
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 4,393
- End-of-year plan assets
- $224,174,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,393 | H, C | 20241015164946NAL0030399921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $224,174,085
- Total liabilities (EOY)
- $7,430,213
- Net assets (EOY)
- $216,743,872
- Net assets (BOY)
- $197,843,812
Income & contributions
- Employer contributions
- $76,989,026
- Participant contributions
- $17,210,274
- Total contributions
- $94,199,300
- Total income / additions
- $102,194,587
Expenses & distributions
- Benefits paid
- $78,932,701
- Administrative expenses
- $4,361,826
- Total expenses
- $83,294,527
- Net increase / (decrease)
- $18,900,060
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independence Blue Cross | NONE | $1,945,574 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions,Inc | NONE | $364,495 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services, Ltd Co. | NONE | $146,753 | not reported in the loaded dataset | 2023 |
| Conner Strong & Buckelew | NONE | $144,250 | not reported in the loaded dataset | 2023 |
| Elmcrx Solutions | NONE | $95,775 | not reported in the loaded dataset | 2023 |
| United Concordia Companies Inc | NONE | $82,445 | not reported in the loaded dataset | 2023 |
| Healthsmart Rx Solutions, Inc. | not reported in the loaded dataset | $81,604 | $0 | 2023 |
| Employee A | NONE | $77,997 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani, Llp | NONE | $75,134 | not reported in the loaded dataset | 2023 |
| Employee B | NONE | $63,628 | not reported in the loaded dataset | 2023 |
| Allied Trades Assistance Program | NONE | $52,874 | not reported in the loaded dataset | 2023 |
| Steamfitters Lu 420 Building Fund | UNION AFFILIATE | $44,204 | not reported in the loaded dataset | 2023 |
| Daniel A. Winters & Company, Cpas | NONE | $38,632 | not reported in the loaded dataset | 2023 |
| Kang Haggerty & Fetbroyt | NONE | $34,000 | not reported in the loaded dataset | 2023 |
| Employee C | NONE | $33,641 | not reported in the loaded dataset | 2023 |
| Kennedy Printing Co., Inc. | NONE | $31,837 | not reported in the loaded dataset | 2023 |
| Employee D | NONE | $28,991 | not reported in the loaded dataset | 2023 |
| Employee E | NONE | $28,835 | not reported in the loaded dataset | 2023 |
| National Vision Administrators LLC | NONE | $21,941 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Wealth Mgmt | NONE | $18,540 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Aim Administrators LLC | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Pnc Bank, N.A. | NONE | $14,852 | $0 | 2023 |
| Armsrx | NONE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tees Of Steamfitters Lu 420 Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Independence Blue Cross — Schedule C compensation
- Zenith American Solutions,Inc — Schedule C compensation
- Sage Advisory Services, Ltd Co. — Schedule C compensation
- Conner Strong & Buckelew — Schedule C compensation
- Elmcrx Solutions — Schedule C compensation
- United Concordia Companies Inc — Schedule C compensation
- Healthsmart Rx Solutions, Inc. — Schedule C compensation
- Employee A — Schedule C compensation
- Cleary, Josem & Trigiani, Llp — Schedule C compensation
- Employee B — Schedule C compensation
- Allied Trades Assistance Program — Schedule C compensation
- Steamfitters Lu 420 Building Fund — Schedule C compensation
- Daniel A. Winters & Company, Cpas — Schedule C compensation
- Kang Haggerty & Fetbroyt — Schedule C compensation
- Employee C — Schedule C compensation
- Kennedy Printing Co., Inc. — Schedule C compensation
- Employee D — Schedule C compensation
- Employee E — Schedule C compensation
- National Vision Administrators LLC — Schedule C compensation
- Morgan Stanley Wealth Mgmt — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Aim Administrators LLC — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation
- Armsrx — Schedule C compensation