Northwestern Ohio Plumbers And Pipefitters Health And Welfare Plan And Trust — Form 5500 plan (Board Of Trustees Northwestern Ohio Plumbers And Pipefitters)

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, Northwestern Ohio Plumbers And Pipefitters Health And Welfare Plan And Trust is a benefit plan reported by Board Of Trustees Northwestern Ohio Plumbers And Pipefitters under EIN 34-4443218 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,249 participants and $75,330,101 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Northwestern Ohio Plumbers And Pipefitters
EIN
34-4443218
Plan number
501
Plan type
1
Location
Northwood, OH
Latest filing year
2023
Participants
1,249
End-of-year plan assets
$75,330,101

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,249H, C20240916160014NAL0000725843005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,330,101
Total liabilities (EOY)
$12,368,057
Net assets (EOY)
$62,962,044
Net assets (BOY)
$35,439,387

Income & contributions

Employer contributions
$26,895,866
Participant contributions
$56,384
Total contributions
$26,952,250
Total income / additions
$32,753,167

Expenses & distributions

Benefits paid
$20,473,299
Administrative expenses
$1,366,459
Total expenses
$21,839,758
Net increase / (decrease)
$10,913,409

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benesys IncNONE$212,818$34,4982023
Multi Plan, Inc.NONE$237,204not reported in the loaded dataset2023
American Health HoldingNONE$206,253not reported in the loaded dataset2023
Frontpath Health CoalitionNONE$122,430not reported in the loaded dataset2023
Novara Tesija Catenacci McdonaldNONE$120,340not reported in the loaded dataset2023
St. Vincent Mercy Medical CenterNONE$79,647not reported in the loaded dataset2023
Delta DentalNONE$41,920not reported in the loaded dataset2023
Income Research & ManagementNONE$28,944not reported in the loaded dataset2023
Highland & AssociatesNONE$28,944not reported in the loaded dataset2023
Titus & Urbanski, Inc.NONE$23,100not reported in the loaded dataset2023
Marquette Associates, Inc.NONE$20,000not reported in the loaded dataset2023
Pacific Asset ManagementNONE$15,032not reported in the loaded dataset2023
Stefansky & HollowayNONE$9,890not reported in the loaded dataset2023
Macqueen And Associates LLCNONE$1,700$4,3082023

Related Form 5500 pages