Steamfitters Local 439 Health & Welfare Fund — Form 5500 plan (Board Of Trustees Of The Steamfitters Local 439 Health & 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, Steamfitters Local 439 Health & Welfare Fund is a benefit plan reported by Board Of Trustees Of The Steamfitters Local 439 Health & Welfare Fund under EIN 37-1196886 and plan number 501. The latest loaded filing year is 2023. The filing reports 190 participants and $8,534,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Steamfitters Local 439 Health & Welfare Fund
- EIN
- 37-1196886
- Plan number
- 501
- Plan type
- 1
- Location
- Caseyville, IL
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $8,534,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241014115414NAL0014875123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,534,472
- Total liabilities (EOY)
- $346,982
- Net assets (EOY)
- $8,187,490
- Net assets (BOY)
- $7,746,803
Income & contributions
- Employer contributions
- $3,029,413
- Participant contributions
- $246,689
- Total contributions
- $3,276,102
- Total income / additions
- $4,017,115
Expenses & distributions
- Benefits paid
- $3,301,419
- Administrative expenses
- $275,009
- Total expenses
- $3,576,428
- Net increase / (decrease)
- $440,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Citizens Rx LLC | NONE | $568,988 | not reported in the loaded dataset | 2023 |
| Meritain Health | NONE | $228,698 | not reported in the loaded dataset | 2023 |
| Steamfitters Local 439 | UNION | $34,991 | not reported in the loaded dataset | 2023 |
| Ekon Benefits | NONE | $34,000 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency | NONE | $32,802 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $23,772 | not reported in the loaded dataset | 2023 |
| H&H Health Associates | NONE | $21,216 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $21,124 | $0 | 2023 |
| Hammond And Shinners, P.C. | NONE | $20,044 | not reported in the loaded dataset | 2023 |
| Buffi Gass | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Steamfitters Local 439 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Caseyville, IL
- Citizens Rx LLC — Schedule C compensation
- Meritain Health — Schedule C compensation
- Steamfitters Local 439 — Schedule C compensation
- Ekon Benefits — Schedule C compensation
- Marsh & Mclennan Agency — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- H&H Health Associates — Schedule C compensation
- Us Bank — Schedule C compensation
- Hammond And Shinners, P.C. — Schedule C compensation
- Buffi Gass — Schedule C compensation