Plumbers And Steamfitters Local 166 Health And Welfare Plan — Form 5500 plan (Plumbers And Steamfitters Local 166)

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 And Steamfitters Local 166 Health And Welfare Plan is a benefit plan reported by Plumbers And Steamfitters Local 166 under EIN 35-2030543 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,001 participants and $23,425,078 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plumbers And Steamfitters Local 166
EIN
35-2030543
Plan number
501
Plan type
1
Location
Fort Wayne, IN
Latest filing year
2023
Participants
1,001
End-of-year plan assets
$23,425,078

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,001H, C20260416172827NAL0028584544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,425,078
Total liabilities (EOY)
$911,154
Net assets (EOY)
$22,513,924
Net assets (BOY)
$15,097,109

Income & contributions

Employer contributions
$18,144,476
Participant contributions
$654,231
Total contributions
$18,798,707
Total income / additions
$21,903,529

Expenses & distributions

Benefits paid
$13,819,479
Administrative expenses
$667,235
Total expenses
$14,486,714
Net increase / (decrease)
$7,416,815

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everside Health LLCnot reported in the loaded dataset$1,212,706not reported in the loaded dataset2023
Anthem Insurance Companies Incnot reported in the loaded dataset$413,880not reported in the loaded dataset2023
Benesys, Incnot reported in the loaded dataset$266,125not reported in the loaded dataset2023
Plumbers & Steamfitters Local 166not reported in the loaded dataset$84,030not reported in the loaded dataset2023
Asherkellynot reported in the loaded dataset$69,475not reported in the loaded dataset2023
Epic Insurance Midwestnot reported in the loaded dataset$44,720not reported in the loaded dataset2023
Ati Physical Therapynot reported in the loaded dataset$32,850not reported in the loaded dataset2023
American Graphicsnot reported in the loaded dataset$32,531not reported in the loaded dataset2023
Whitinger & Company LLCnot reported in the loaded dataset$21,500not reported in the loaded dataset2023
Segall, Bryant & Hamillnot reported in the loaded dataset$16,935not reported in the loaded dataset2023
Cuni, Rust & Strenknot reported in the loaded dataset$16,767not reported in the loaded dataset2023
Mcqueen Insurance Groupnot reported in the loaded dataset$14,196not reported in the loaded dataset2023
Andco Consultingnot reported in the loaded dataset$8,000not reported in the loaded dataset2023
Fifth Third Banknot reported in the loaded dataset$5,992not reported in the loaded dataset2023

Related Form 5500 pages