Plumbers' Welfare Fund, Local 130, U.A. — Form 5500 plan (Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.)
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' Welfare Fund, Local 130, U.A. is a benefit plan reported by Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A. under EIN 36-4026252 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,624 participants and $174,128,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.
- EIN
- 36-4026252
- Plan number
- 501
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 3,624
- End-of-year plan assets
- $174,128,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,624 | H, C | 20250310093623NAL0016108977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $174,128,686
- Total liabilities (EOY)
- $7,938,672
- Net assets (EOY)
- $166,190,014
- Net assets (BOY)
- $159,323,106
Income & contributions
- Employer contributions
- $82,475,751
- Participant contributions
- $660,947
- Total contributions
- $83,136,698
- Total income / additions
- $100,515,997
Expenses & distributions
- Benefits paid
- $91,441,097
- Administrative expenses
- $2,207,992
- Total expenses
- $93,649,089
- Net increase / (decrease)
- $6,866,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marathon Health, LLC | NONE | $2,538,302 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Il | NONE | $1,724,713 | $0 | 2023 |
| Express Scripts, Inc. | NONE | $1,116,782 | not reported in the loaded dataset | 2023 |
| Union Eyes, LLC | NONE | $1,088,882 | not reported in the loaded dataset | 2023 |
| National Invst Svcs Of America LLC | NONE | $277,657 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $251,439 | not reported in the loaded dataset | 2023 |
| Gregorio, Stec, Klein & Hose | NONE | $159,270 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest), Inc. | NONE | $135,197 | not reported in the loaded dataset | 2023 |
| Hines And Associates, Inc. | NONE | $130,033 | not reported in the loaded dataset | 2023 |
| Zelis Payments Holding LLC | NONE | $116,593 | $0 | 2023 |
| Optum Financial, Inc. | NONE | $111,313 | not reported in the loaded dataset | 2023 |
| Joseph Ohm | EMPLOYEE | $109,081 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $106,123 | $0 | 2023 |
| Christopher Anish | EMPLOYEE | $99,867 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Illinois | NONE | $86,210 | not reported in the loaded dataset | 2023 |
| Graciela Delgado | EMPLOYEE | $85,240 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $84,350 | not reported in the loaded dataset | 2023 |
| Laner Muchin, Ltd. | NONE | $74,536 | not reported in the loaded dataset | 2023 |
| Lisa Surdyk | EMPLOYEE | $69,190 | not reported in the loaded dataset | 2023 |
| Lisa Bowe | EMPLOYEE | $67,346 | not reported in the loaded dataset | 2023 |
| Maridza Torres-Ramos | EMPLOYEE | $66,604 | not reported in the loaded dataset | 2023 |
| Employee Resource Systems, Inc. | NONE | $60,718 | not reported in the loaded dataset | 2023 |
| Maire O'Brien | EMPLOYEE | $50,613 | not reported in the loaded dataset | 2023 |
| Nancy Jones | EMPLOYEE | $48,049 | not reported in the loaded dataset | 2023 |
| Elizabeth Stierle | EMPLOYEE | $47,713 | not reported in the loaded dataset | 2023 |
| Jennifer Krejca | EMPLOYEE | $43,539 | not reported in the loaded dataset | 2023 |
| Hertz Consulting LLC | NONE | $36,073 | not reported in the loaded dataset | 2023 |
| Preferred Network Access, Inc. | NONE | $35,095 | not reported in the loaded dataset | 2023 |
| Datamation Imaging | NONE | $25,093 | not reported in the loaded dataset | 2023 |
| Eyemed Vision Care, LLC | NONE | $22,785 | not reported in the loaded dataset | 2023 |
| Strategic Capital Inv. Advisors | NONE | $20,807 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $20,135 | $0 | 2023 |
| Morgan Birge And Associates, Inc. | NONE | $18,577 | not reported in the loaded dataset | 2023 |
| Bmo Bank, Na | NONE | $9,148 | $0 | 2023 |
| Seyfarth Shaw Llp | NONE | $6,533 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Marathon Health, LLC — Schedule C compensation
- Blue Cross Blue Shield Of Il — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Union Eyes, LLC — Schedule C compensation
- National Invst Svcs Of America LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Gregorio, Stec, Klein & Hose — Schedule C compensation
- The Segal Company (Midwest), Inc. — Schedule C compensation
- Hines And Associates, Inc. — Schedule C compensation
- Zelis Payments Holding LLC — Schedule C compensation
- Optum Financial, Inc. — Schedule C compensation
- Joseph Ohm — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Christopher Anish — Schedule C compensation
- Delta Dental Of Illinois — Schedule C compensation
- Graciela Delgado — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Laner Muchin, Ltd. — Schedule C compensation
- Lisa Surdyk — Schedule C compensation
- Lisa Bowe — Schedule C compensation
- Maridza Torres-Ramos — Schedule C compensation
- Employee Resource Systems, Inc. — Schedule C compensation
- Maire O'Brien — Schedule C compensation
- Nancy Jones — Schedule C compensation
- Elizabeth Stierle — Schedule C compensation
- Jennifer Krejca — Schedule C compensation
- Hertz Consulting LLC — Schedule C compensation
- Preferred Network Access, Inc. — Schedule C compensation
- Datamation Imaging — Schedule C compensation
- Eyemed Vision Care, LLC — Schedule C compensation
- Strategic Capital Inv. Advisors — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Morgan Birge And Associates, Inc. — Schedule C compensation
- Bmo Bank, Na — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation