Plumbers & Pipefitters Health & Welfare Insurance — Form 5500 plan (Board Of Trustees Plumbers And Pipefitters Local 553 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, Plumbers & Pipefitters Health & Welfare Insurance is a benefit plan reported by Board Of Trustees Plumbers And Pipefitters Local 553 Health & Welfare under EIN 37-0695761 and plan number 501. The latest loaded filing year is 2023. The filing reports 389 participants and $7,046,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers And Pipefitters Local 553 Health & Welfare
- EIN
- 37-0695761
- Plan number
- 501
- Plan type
- 1
- Location
- East Alton, IL
- Latest filing year
- 2023
- Participants
- 389
- End-of-year plan assets
- $7,046,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 389 | H, C | 20241014152818NAL0026567521002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,046,408
- Total liabilities (EOY)
- $827,515
- Net assets (EOY)
- $6,218,893
- Net assets (BOY)
- $8,042,297
Income & contributions
- Employer contributions
- $2,841,891
- Participant contributions
- $291,133
- Total contributions
- $3,133,024
- Total income / additions
- $3,867,052
Expenses & distributions
- Benefits paid
- $5,356,527
- Administrative expenses
- $333,929
- Total expenses
- $5,690,456
- Net increase / (decrease)
- -$1,823,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bradley Best | EMPLOYEE | $109,533 | not reported in the loaded dataset | 2023 |
| Group Administrators, Ltd. | NONE | $94,616 | $0 | 2023 |
| Meryl Keenan | EMPLOYEE | $48,152 | not reported in the loaded dataset | 2023 |
| Morice List & Assoc. LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $24,270 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency | NONE | $17,750 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $14,164 | not reported in the loaded dataset | 2023 |
| Ekon Benefits | NONE | $6,030 | not reported in the loaded dataset | 2023 |
| Hammond & Shinners, Pc | NONE | $5,121 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers And Pipefitters Local 553 Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in East Alton, IL
- Bradley Best — Schedule C compensation
- Group Administrators, Ltd. — Schedule C compensation
- Meryl Keenan — Schedule C compensation
- Morice List & Assoc. LLC — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- Marsh & Mclennan Agency — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Ekon Benefits — Schedule C compensation
- Hammond & Shinners, Pc — Schedule C compensation