Plumbers & Steamfitters Local Union 52 Health And Welfare Plan — Form 5500 plan (Plumbers & Steamfitters Local Union 52)
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 52 Health And Welfare Plan is a benefit plan reported by Plumbers & Steamfitters Local Union 52 under EIN 23-7086384 and plan number 501. The latest loaded filing year is 2023. The filing reports 360 participants and $8,716,913 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local Union 52
- EIN
- 23-7086384
- Plan number
- 501
- Plan type
- 1
- Location
- Montgomery, AL
- Latest filing year
- 2023
- Participants
- 360
- End-of-year plan assets
- $8,716,913
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H, C | 20250115115919NAL0021662273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,716,913
- Net assets (EOY)
- $8,716,913
- Net assets (BOY)
- $8,898,069
Income & contributions
- Employer contributions
- $3,735,587
- Participant contributions
- $129,628
- Total contributions
- $3,865,215
- Total income / additions
- $4,393,204
Expenses & distributions
- Benefits paid
- $4,423,984
- Administrative expenses
- $150,376
- Total expenses
- $4,574,360
- Net increase / (decrease)
- -$181,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plumbers And Steamfitters Local 52 | PLAN SPONSOR | $25,278 | not reported in the loaded dataset | 2023 |
| Carr, Riggs & Ingram, L.L.C. | CPA | $24,162 | not reported in the loaded dataset | 2023 |
| Benefit Plans Admin. Services, Inc. | ADMIN. SERVICES PROVIDER | $13,220 | not reported in the loaded dataset | 2023 |
| Clearview Group | ADVISOR/CONSULTANT | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local Union 52
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Montgomery, AL
- Plumbers And Steamfitters Local 52 — Schedule C compensation
- Carr, Riggs & Ingram, L.L.C. — Schedule C compensation
- Benefit Plans Admin. Services, Inc. — Schedule C compensation
- Clearview Group — Schedule C compensation