Steamfitters Local #449 Medical & Benefit Fund — Form 5500 plan (Board Of Trustees, Steamfitters Local #449 Medical & Benefit 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, Steamfitters Local #449 Medical & Benefit Fund is a benefit plan reported by Board Of Trustees, Steamfitters Local #449 Medical & Benefit Fund under EIN 25-6032450 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,641 participants and $92,815,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Steamfitters Local #449 Medical & Benefit Fund
- EIN
- 25-6032450
- Plan number
- 501
- Plan type
- 1
- Location
- Harmony, PA
- Latest filing year
- 2023
- Participants
- 2,641
- End-of-year plan assets
- $92,815,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,641 | H, C | 20241015144123NAL0014866243003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,815,380
- Total liabilities (EOY)
- $3,090,976
- Net assets (EOY)
- $89,724,404
- Net assets (BOY)
- $80,770,722
Income & contributions
- Employer contributions
- $37,163,382
- Participant contributions
- $4,656,264
- Total contributions
- $41,819,646
- Total income / additions
- $47,049,653
Expenses & distributions
- Benefits paid
- $37,562,719
- Administrative expenses
- $533,252
- Total expenses
- $38,095,971
- Net increase / (decrease)
- $8,953,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark | NONE | $1,190,005 | not reported in the loaded dataset | 2023 |
| Cds Administrators | NONE | $299,542 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $78,187 | not reported in the loaded dataset | 2023 |
| Mobile Medical Corporation | NONE | $66,912 | not reported in the loaded dataset | 2023 |
| Winslow Asset Management | NONE | $35,440 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $33,668 | not reported in the loaded dataset | 2023 |
| Henry Rossi & Co., Llp | NONE | $32,190 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott Llp | NONE | $19,687 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | NONE | $13,873 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $9,600 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Investments | NONE | $5,520 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Steamfitters Local #449 Medical & Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harmony, PA
- Highmark — Schedule C compensation
- Cds Administrators — Schedule C compensation
- Delta Dental — Schedule C compensation
- Mobile Medical Corporation — Schedule C compensation
- Winslow Asset Management — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Henry Rossi & Co., Llp — Schedule C compensation
- Meyer, Unkovic & Scott Llp — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Pnc Institutional Investments — Schedule C compensation