Kalamazoo Plumbers & Pipefitters Local Union No. 357 Health & Welfare Benefit Plan — Form 5500 plan (Board Of Trustees Of The Plumbers Pipefitters 357 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, Kalamazoo Plumbers & Pipefitters Local Union No. 357 Health & Welfare Benefit Plan is a benefit plan reported by Board Of Trustees Of The Plumbers Pipefitters 357 Health & Welfare under EIN 38-6156571 and plan number 501. The latest loaded filing year is 2023. The filing reports 744 participants and $21,927,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Plumbers Pipefitters 357 Health & Welfare
- EIN
- 38-6156571
- Plan number
- 501
- Plan type
- 1
- Location
- Bingham Farms, MI
- Latest filing year
- 2023
- Participants
- 744
- End-of-year plan assets
- $21,927,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 744 | H, C | 20250414171507NAL0000941299002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,927,603
- Total liabilities (EOY)
- $7,566,297
- Net assets (EOY)
- $14,361,306
- Net assets (BOY)
- $10,500,667
Income & contributions
- Employer contributions
- $13,275,150
- Participant contributions
- $1,279,416
- Total contributions
- $14,554,566
- Total income / additions
- $16,718,951
Expenses & distributions
- Benefits paid
- $12,035,830
- Administrative expenses
- $822,482
- Total expenses
- $12,858,312
- Net increase / (decrease)
- $3,860,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sav-Rx | NONE | $1,703,513 | not reported in the loaded dataset | 2023 |
| Umr, Inc. | NONE | $214,033 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $125,860 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., P.L.L.C. | NONE | $103,737 | not reported in the loaded dataset | 2023 |
| Novara, Tesija & Catenacci, Pllc | NONE | $100,988 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $63,300 | not reported in the loaded dataset | 2023 |
| Labor First LLC | NONE | $57,420 | not reported in the loaded dataset | 2023 |
| Solxsys Administrative Solutions | NONE | $53,359 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $51,732 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Michigan | NONE | $27,309 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $14,700 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Madison Investment Advisors | NONE | $9,529 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $4,835 | $125 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Plumbers Pipefitters 357 Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Bingham Farms, MI
- Sav-Rx — Schedule C compensation
- Umr, Inc. — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Bultynck & Co., P.L.L.C. — Schedule C compensation
- Novara, Tesija & Catenacci, Pllc — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Labor First LLC — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Delta Dental Of Michigan — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Madison Investment Advisors — Schedule C compensation
- Comerica Bank — Schedule C compensation