Plumbers Pipefitters Local 25 Welfare Fund — Form 5500 plan (Plumbers Pipefitters Local 25 Welfare 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, Plumbers Pipefitters Local 25 Welfare Fund is a benefit plan reported by Plumbers Pipefitters Local 25 Welfare Fund under EIN 36-2510895 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,552 participants and $46,044,421 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Pipefitters Local 25 Welfare Fund
- EIN
- 36-2510895
- Plan number
- 501
- Plan type
- 1
- Location
- Moline, IL
- Latest filing year
- 2023
- Participants
- 1,552
- End-of-year plan assets
- $46,044,421
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,552 | H, C | 20241206121006NAL0003805395002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,044,421
- Total liabilities (EOY)
- $23,549,058
- Net assets (EOY)
- $22,495,363
- Net assets (BOY)
- $22,890,754
Income & contributions
- Employer contributions
- $16,353,375
- Participant contributions
- $1,713,419
- Total contributions
- $18,066,794
- Total income / additions
- $22,709,805
Expenses & distributions
- Benefits paid
- $22,323,149
- Administrative expenses
- $782,047
- Total expenses
- $23,105,196
- Net increase / (decrease)
- -$395,391
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everside Health/Activate/Marathon | NONE | $1,185,776 | not reported in the loaded dataset | 2023 |
| P&P Local 25 Fringe Benefit Funds L | NONE | $476,244 | not reported in the loaded dataset | 2023 |
| Midwest Association Of H&W Funds | RELATED PARTY | $241,416 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield | NONE | $189,494 | not reported in the loaded dataset | 2023 |
| Hines & Assoc | NONE | $64,200 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neuman | NONE | $32,992 | not reported in the loaded dataset | 2023 |
| Rj Lee And Associates | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NE | $20,154 | not reported in the loaded dataset | 2023 |
| Smith, Graham & Co. | NONE | $19,983 | $0 | 2023 |
| Vision Service Plan | NONE | $19,068 | not reported in the loaded dataset | 2023 |
| Bartlett & Co. LLC | NONE | $13,565 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $12,775 | not reported in the loaded dataset | 2023 |
| Health Linx | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Quad City Bank & Trust | NONE | $11,413 | not reported in the loaded dataset | 2023 |
| Investment Consulting Group | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| Sands Capital Management, LLC | NONE | $6,656 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Pipefitters Local 25 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Moline, IL
- Everside Health/Activate/Marathon — Schedule C compensation
- P&P Local 25 Fringe Benefit Funds L — Schedule C compensation
- Midwest Association Of H&W Funds — Schedule C compensation
- Blue Cross Blue Shield — Schedule C compensation
- Hines & Assoc — Schedule C compensation
- Baum Sigman Auerbach & Neuman — Schedule C compensation
- Rj Lee And Associates — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Smith, Graham & Co. — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Bartlett & Co. LLC — Schedule C compensation
- Milliman — Schedule C compensation
- Health Linx — Schedule C compensation
- Quad City Bank & Trust — Schedule C compensation
- Investment Consulting Group — Schedule C compensation
- Sands Capital Management, LLC — Schedule C compensation
- Optum Rx — Schedule C compensation