United Association Of Plumbers Local No. 8 Health And Welfare Plan — Form 5500 plan (United Association Of Plumbers Local 8 Health & Welfare 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, United Association Of Plumbers Local No. 8 Health And Welfare Plan is a benefit plan reported by United Association Of Plumbers Local 8 Health & Welfare Fund under EIN 44-0582944 and plan number 501. The latest loaded filing year is 2023. The filing reports 952 participants and $19,941,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Association Of Plumbers Local 8 Health & Welfare Fund
- EIN
- 44-0582944
- Plan number
- 501
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 952
- End-of-year plan assets
- $19,941,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 952 | H, C | 20250317161506NAL0001040451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,941,419
- Total liabilities (EOY)
- $1,753,111
- Net assets (EOY)
- $18,188,308
- Net assets (BOY)
- $16,558,359
Income & contributions
- Employer contributions
- $11,753,071
- Total contributions
- $12,049,583
- Total income / additions
- $13,657,453
Expenses & distributions
- Benefits paid
- $11,126,382
- Administrative expenses
- $901,122
- Total expenses
- $12,027,504
- Net increase / (decrease)
- $1,629,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bcbs | CONTRACT ADMINISTRATOR | $572,336 | not reported in the loaded dataset | 2023 |
| Spencer Fane Britt And Browne | ATTORNEY | $105,490 | not reported in the loaded dataset | 2023 |
| Novak Birks, P.C. | ACCOUNTANT | $70,000 | not reported in the loaded dataset | 2023 |
| Issi | IT CONSULTANT | $68,023 | not reported in the loaded dataset | 2023 |
| Melanie Clark | EMPLOYEE | $64,695 | not reported in the loaded dataset | 2023 |
| Stacy Kuhl | EMPLOYEE | $56,084 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $52,570 | not reported in the loaded dataset | 2023 |
| Danielle Wiley | EMPLOYEE | $46,316 | not reported in the loaded dataset | 2023 |
| Kmr | IT CONSULTANT | $37,300 | not reported in the loaded dataset | 2023 |
| National Investment Services | INVESTMENT MANAGER | $35,948 | not reported in the loaded dataset | 2023 |
| Jennifer Willis | EMPLOYEE | $33,500 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adv | INVESTMENT ADVISOR | $22,125 | not reported in the loaded dataset | 2023 |
| Stroke Detection Plus | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Preferred Health Professionals | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Association Of Plumbers Local 8 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Bcbs — Schedule C compensation
- Spencer Fane Britt And Browne — Schedule C compensation
- Novak Birks, P.C. — Schedule C compensation
- Issi — Schedule C compensation
- Melanie Clark — Schedule C compensation
- Stacy Kuhl — Schedule C compensation
- The Segal Company — Schedule C compensation
- Danielle Wiley — Schedule C compensation
- Kmr — Schedule C compensation
- National Investment Services — Schedule C compensation
- Jennifer Willis — Schedule C compensation
- Strategic Capital Investment Adv — Schedule C compensation
- Stroke Detection Plus — Schedule C compensation
- Preferred Health Professionals — Schedule C compensation