Upper Peninsula Plumbers & Pipefitters Health And Welfare Plan — Form 5500 plan (Trustees Upper Peninsula Plumbers Pipefitters Health & Welfare Plan)
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, Upper Peninsula Plumbers & Pipefitters Health And Welfare Plan is a benefit plan reported by Trustees Upper Peninsula Plumbers Pipefitters Health & Welfare Plan under EIN 38-6111803 and plan number 501. The latest loaded filing year is 2023. The filing reports 274 participants and $10,393,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Upper Peninsula Plumbers Pipefitters Health & Welfare Plan
- EIN
- 38-6111803
- Plan number
- 501
- Plan type
- 1
- Location
- Greendale, WI
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $10,393,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20250415160012NAL0003524177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,393,768
- Total liabilities (EOY)
- $3,098,541
- Net assets (EOY)
- $7,295,227
- Net assets (BOY)
- $6,393,521
Income & contributions
- Employer contributions
- $4,615,652
- Participant contributions
- $270,518
- Total contributions
- $4,886,170
- Total income / additions
- $5,840,856
Expenses & distributions
- Benefits paid
- $4,451,083
- Administrative expenses
- $488,067
- Total expenses
- $4,939,150
- Net increase / (decrease)
- $901,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $259,138 | $0 | 2023 |
| Zenith American | NONE | $143,944 | not reported in the loaded dataset | 2023 |
| Novara Tesija,Pllc | NONE | $85,631 | not reported in the loaded dataset | 2023 |
| Michael G Buck | NONE | $0 | $33,720 | 2023 |
| Benda, Grace, Stulz & Co., P.C. | NONE | $17,900 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Upper Peninsula Plumbers Pipefitters Health & Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Greendale, WI
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Zenith American — Schedule C compensation
- Novara Tesija,Pllc — Schedule C compensation
- Michael G Buck — Schedule C compensation
- Benda, Grace, Stulz & Co., P.C. — Schedule C compensation
- Milliman, Inc — Schedule C compensation