Plumbers Union Local 55 Health & Welfare Plan — Form 5500 plan (Joint Board Of Trustees Plumbers Union Local 55 H&W)
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 Union Local 55 Health & Welfare Plan is a benefit plan reported by Joint Board Of Trustees Plumbers Union Local 55 H&W under EIN 34-0754952 and plan number 501. The latest loaded filing year is 2023. The filing reports 708 participants and $14,909,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Plumbers Union Local 55 H&W
- EIN
- 34-0754952
- Plan number
- 501
- Plan type
- 1
- Location
- Brooklyn Heights, OH
- Latest filing year
- 2023
- Participants
- 708
- End-of-year plan assets
- $14,909,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 708 | H, C | 20250218184238NAL0003393793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,909,110
- Total liabilities (EOY)
- $10,353,098
- Net assets (EOY)
- $4,556,012
- Net assets (BOY)
- $3,447,913
Income & contributions
- Employer contributions
- $8,367,323
- Participant contributions
- $508,554
- Total contributions
- $9,001,639
- Total income / additions
- $9,179,491
Expenses & distributions
- Benefits paid
- $7,430,142
- Administrative expenses
- $641,250
- Total expenses
- $8,071,392
- Net increase / (decrease)
- $1,108,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cds Administrators | not reported in the loaded dataset | $131,617 | not reported in the loaded dataset | 2023 |
| Buck Consultants | not reported in the loaded dataset | $68,004 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, LLC | not reported in the loaded dataset | $26,511 | not reported in the loaded dataset | 2023 |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $24,129 | not reported in the loaded dataset | 2023 |
| Andco Consulting, LLC | not reported in the loaded dataset | $15,000 | not reported in the loaded dataset | 2023 |
| Plumbers Union Local #55 | not reported in the loaded dataset | $8,460 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Plumbers Union Local 55 H&W
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Brooklyn Heights, OH
- Cds Administrators — Schedule C compensation
- Buck Consultants — Schedule C compensation
- Faulkner, Hoffman & Phillips, LLC — Schedule C compensation
- Ciuni & Panichi, Inc. — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- Plumbers Union Local #55 — Schedule C compensation