Plumbers Local 75 Health Fund — Form 5500 plan (Board Of Trustees Of Plumbers Local 75 Health 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 75 Health Fund is a benefit plan reported by Board Of Trustees Of Plumbers Local 75 Health Fund under EIN 39-6045202 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,061 participants and $26,281,177 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Plumbers Local 75 Health Fund
- EIN
- 39-6045202
- Plan number
- 501
- Plan type
- 1
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 1,061
- End-of-year plan assets
- $26,281,177
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,061 | H, C | 20241015204407NAL0015387443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,281,177
- Total liabilities (EOY)
- $1,636,738
- Net assets (EOY)
- $24,644,439
- Net assets (BOY)
- $19,918,750
Income & contributions
- Employer contributions
- $14,838,802
- Participant contributions
- $1,488,971
- Total contributions
- $16,327,773
- Total income / additions
- $18,617,738
Expenses & distributions
- Benefits paid
- $12,984,645
- Administrative expenses
- $907,404
- Total expenses
- $13,892,049
- Net increase / (decrease)
- $4,725,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Careatc | NONE | $1,113,007 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $628,246 | not reported in the loaded dataset | 2023 |
| United Healthcare Insurance Company | NONE | $344,219 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm S.C. | NONE | $114,175 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $72,200 | not reported in the loaded dataset | 2023 |
| Lee Jost & Associates | NONE | $63,250 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Wisconsin | NONE | $41,800 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc. | NONE | $26,834 | not reported in the loaded dataset | 2023 |
| Aurora Healthcare | NONE | $26,365 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $24,195 | not reported in the loaded dataset | 2023 |
| Strategic Capital Invest. Advisors | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $6,068 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Plumbers Local 75 Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Careatc — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- United Healthcare Insurance Company — Schedule C compensation
- The Previant Law Firm S.C. — Schedule C compensation
- Express Scripts — Schedule C compensation
- Lee Jost & Associates — Schedule C compensation
- Delta Dental Of Wisconsin — Schedule C compensation
- Medexpert International, Inc. — Schedule C compensation
- Aurora Healthcare — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Strategic Capital Invest. Advisors — Schedule C compensation
- Comerica — Schedule C compensation