Plumbers Local No 98 Insurance Fund — Form 5500 plan (Jt Board Of Trustees Of Plumbers Local 98 Insurance 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, Plumbers Local No 98 Insurance Fund is a benefit plan reported by Jt Board Of Trustees Of Plumbers Local 98 Insurance Fund under EIN 38-6447251 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,315 participants and $25,974,467 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Board Of Trustees Of Plumbers Local 98 Insurance Fund
- EIN
- 38-6447251
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,315
- End-of-year plan assets
- $25,974,467
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,315 | H, C | 20250604130011NAL0011257457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,974,467
- Total liabilities (EOY)
- $92,892
- Net assets (EOY)
- $25,881,575
- Net assets (BOY)
- $23,013,315
Income & contributions
- Employer contributions
- $14,596,320
- Participant contributions
- $1,913,256
- Total contributions
- $16,509,576
- Total income / additions
- $19,042,453
Expenses & distributions
- Benefits paid
- $14,774,520
- Administrative expenses
- $1,399,673
- Total expenses
- $16,174,193
- Net increase / (decrease)
- $2,868,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $450,233 | not reported in the loaded dataset | 2023 |
| Zelis | NONE | $293,364 | not reported in the loaded dataset | 2023 |
| Hines & Associates, Inc. | NONE | $132,010 | not reported in the loaded dataset | 2023 |
| Asherkelly | NONE | $77,671 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co. | NONE | $63,756 | not reported in the loaded dataset | 2023 |
| Health Plan Advocate | NONE | $62,935 | not reported in the loaded dataset | 2023 |
| Work Life Strategies | NONE | $47,505 | not reported in the loaded dataset | 2023 |
| Americare Medical Inc. | NONE | $36,873 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment | NONE | $29,750 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $27,136 | not reported in the loaded dataset | 2023 |
| Merit Benefit Advisors, LLC | NONE | $25,571 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., P.L.L.C. | NONE | $15,750 | not reported in the loaded dataset | 2023 |
| Nickel & Saph, Inc. | NONE | $13,685 | not reported in the loaded dataset | 2023 |
| Medtipster | NONE | $11,889 | not reported in the loaded dataset | 2023 |
| The Segal Company Inc. | NONE | $9,563 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $8,400 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $6,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Board Of Trustees Of Plumbers Local 98 Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Zelis — Schedule C compensation
- Hines & Associates, Inc. — Schedule C compensation
- Asherkelly — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Health Plan Advocate — Schedule C compensation
- Work Life Strategies — Schedule C compensation
- Americare Medical Inc. — Schedule C compensation
- Strategic Capital Investment — Schedule C compensation
- National Investment Services — Schedule C compensation
- Merit Benefit Advisors, LLC — Schedule C compensation
- Bultynck & Co., P.L.L.C. — Schedule C compensation
- Nickel & Saph, Inc. — Schedule C compensation
- Medtipster — Schedule C compensation
- The Segal Company Inc. — Schedule C compensation
- Milliman — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation