Plumbers & Steamfitters Local Union 452 Health & Welfare Fund — Form 5500 plan (Board Of Trustees Plumbers 452 Health & 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 & Steamfitters Local Union 452 Health & Welfare Fund is a benefit plan reported by Board Of Trustees Plumbers 452 Health & Welfare Fund under EIN 23-7069361 and plan number 501. The latest loaded filing year is 2023. The filing reports 414 participants and $4,813,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers 452 Health & Welfare Fund
- EIN
- 23-7069361
- Plan number
- 501
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 414
- End-of-year plan assets
- $4,813,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 414 | H, C | 20250414130008NAL0001709841002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,813,203
- Total liabilities (EOY)
- $300,675
- Net assets (EOY)
- $4,512,528
- Net assets (BOY)
- $3,643,424
Income & contributions
- Employer contributions
- $7,283,007
- Participant contributions
- $277,093
- Total contributions
- $7,560,100
- Total income / additions
- $7,859,650
Expenses & distributions
- Benefits paid
- $6,743,436
- Administrative expenses
- $247,110
- Total expenses
- $6,990,546
- Net increase / (decrease)
- $869,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Health Plans Of Kentucky | CLAIMS ADMINISTRATOR | $231,117 | not reported in the loaded dataset | 2023 |
| Lockton Companies | CONSULTING | $83,618 | $30,103 | 2023 |
| Umr | CONTRACT ADMINISTRATOR | $36,377 | not reported in the loaded dataset | 2023 |
| Umr | CONSULTANT | $32,094 | not reported in the loaded dataset | 2023 |
| Strategic Capital Partners LLC | INVESTMENT CONSULTANT | $22,600 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | ATTORNEY | $15,452 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers 452 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Anthem Health Plans Of Kentucky — Schedule C compensation
- Lockton Companies — Schedule C compensation
- Umr — Schedule C compensation
- Strategic Capital Partners LLC — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation