Plumbers And Steamfitters Local Union No. 33 Health And Welfare Trust — Form 5500 plan (Plumbers & Steamfitters Local Union No.33 Health & Welfare Trust)
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 And Steamfitters Local Union No. 33 Health And Welfare Trust is a benefit plan reported by Plumbers & Steamfitters Local Union No.33 Health & Welfare Trust under EIN 42-0930021 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,588 participants and $87,390,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local Union No.33 Health & Welfare Trust
- EIN
- 42-0930021
- Plan number
- 501
- Plan type
- 1
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 1,588
- End-of-year plan assets
- $87,390,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,588 | H, C | 20241009104508NAL0019036721005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,390,729
- Total liabilities (EOY)
- $31,860,684
- Net assets (EOY)
- $55,530,045
- Net assets (BOY)
- $45,575,894
Income & contributions
- Employer contributions
- $22,626,202
- Participant contributions
- $1,403,659
- Total contributions
- $24,029,861
- Total income / additions
- $31,356,361
Expenses & distributions
- Benefits paid
- $20,181,900
- Administrative expenses
- $1,220,310
- Total expenses
- $21,402,210
- Net increase / (decrease)
- $9,954,151
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross And Blue Shield | not reported in the loaded dataset | $808,626 | not reported in the loaded dataset | 2023 |
| Basys, Inc. | not reported in the loaded dataset | $123,950 | not reported in the loaded dataset | 2023 |
| Jama Barbour | not reported in the loaded dataset | $110,110 | not reported in the loaded dataset | 2023 |
| Zach Hester | not reported in the loaded dataset | $91,803 | not reported in the loaded dataset | 2023 |
| Jamie Kooyman | not reported in the loaded dataset | $89,093 | not reported in the loaded dataset | 2023 |
| Jenn Carter | not reported in the loaded dataset | $67,895 | not reported in the loaded dataset | 2023 |
| Fox Rothschild, Llp | not reported in the loaded dataset | $60,346 | not reported in the loaded dataset | 2023 |
| Income Research & Management | not reported in the loaded dataset | $48,852 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $41,865 | $4,033 | 2023 |
| Jordyn Cox | not reported in the loaded dataset | $44,125 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $39,555 | not reported in the loaded dataset | 2023 |
| Asset Consulting Group | not reported in the loaded dataset | $22,000 | not reported in the loaded dataset | 2023 |
| Iowa State Bank | not reported in the loaded dataset | $16,800 | not reported in the loaded dataset | 2023 |
| Ninety One International Dynamic | not reported in the loaded dataset | $16,110 | not reported in the loaded dataset | 2023 |
| Janus Henderson Investors | not reported in the loaded dataset | $14,801 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local Union No.33 Health & Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Anthem Blue Cross And Blue Shield — Schedule C compensation
- Basys, Inc. — Schedule C compensation
- Jama Barbour — Schedule C compensation
- Zach Hester — Schedule C compensation
- Jamie Kooyman — Schedule C compensation
- Jenn Carter — Schedule C compensation
- Fox Rothschild, Llp — Schedule C compensation
- Income Research & Management — Schedule C compensation
- The Segal Company — Schedule C compensation
- Jordyn Cox — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation
- Asset Consulting Group — Schedule C compensation
- Iowa State Bank — Schedule C compensation
- Ninety One International Dynamic — Schedule C compensation
- Janus Henderson Investors — Schedule C compensation