United Association Of Journeyman & Apprentices Of Plumbing And Steamfitting — Form 5500 plan (Plumbers & Steamfitters Local Union No. 396 Health & Welfare)
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, United Association Of Journeyman & Apprentices Of Plumbing And Steamfitting is a benefit plan reported by Plumbers & Steamfitters Local Union No. 396 Health & Welfare under EIN 34-6545105 and plan number 501. The latest loaded filing year is 2023. The filing reports 595 participants and $17,028,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local Union No. 396 Health & Welfare
- EIN
- 34-6545105
- Plan number
- 501
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 595
- End-of-year plan assets
- $17,028,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 595 | H, C | 20250114131506NAL0031757632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,028,863
- Total liabilities (EOY)
- $3,763,551
- Net assets (EOY)
- $13,265,312
- Net assets (BOY)
- $12,192,533
Income & contributions
- Employer contributions
- $6,672,301
- Participant contributions
- $594,571
- Total contributions
- $7,266,872
- Total income / additions
- $9,062,522
Expenses & distributions
- Benefits paid
- $7,437,472
- Administrative expenses
- $552,271
- Total expenses
- $7,989,743
- Net increase / (decrease)
- $1,072,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Berkshire Hathaway Spec. Insurance | CLAIMS PROCESSOR | $428,153 | not reported in the loaded dataset | 2023 |
| Humana Insurance Company | CLAIMS PROCESSOR | $276,517 | not reported in the loaded dataset | 2023 |
| Medical Mutual Of Ohio | CLAIMS PROCESSOR | $216,779 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $133,688 | not reported in the loaded dataset | 2023 |
| Pnc Bank, National Association | INVESTMENT CUSTODIAN | $73,630 | $0 | 2023 |
| The Segal Company | BENEFIT CONSULTANT | $54,491 | not reported in the loaded dataset | 2023 |
| Plumbers Local 396 Combined Funds | COLLECTION FUND | $24,777 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips | ATTORNEY | $18,787 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc | AUDITOR | $8,900 | not reported in the loaded dataset | 2023 |
| Parsons Risk Strategies, LLC | ACTUARY | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local Union No. 396 Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Berkshire Hathaway Spec. Insurance — Schedule C compensation
- Humana Insurance Company — Schedule C compensation
- Medical Mutual Of Ohio — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- The Segal Company — Schedule C compensation
- Plumbers Local 396 Combined Funds — Schedule C compensation
- Faulkner, Hoffman & Phillips — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc — Schedule C compensation
- Parsons Risk Strategies, LLC — Schedule C compensation