Plumbers Local Union No. 16 Welfare Fund — Form 5500 plan (Board Of Trustees Plumbers Local Union No. 16 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, Plumbers Local Union No. 16 Welfare Fund is a benefit plan reported by Board Of Trustees Plumbers Local Union No. 16 Welfare Fund under EIN 47-0403214 and plan number 502. The latest loaded filing year is 2023. The filing reports 498 participants and $6,639,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers Local Union No. 16 Welfare Fund
- EIN
- 47-0403214
- Plan number
- 502
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 498
- End-of-year plan assets
- $6,639,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 498 | H, C | 20250108153101NAL0018184048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,639,096
- Total liabilities (EOY)
- $754,516
- Net assets (EOY)
- $5,884,580
- Net assets (BOY)
- $5,510,878
Income & contributions
- Employer contributions
- $6,281,780
- Participant contributions
- $447,319
- Total contributions
- $6,729,099
- Total income / additions
- $7,302,221
Expenses & distributions
- Benefits paid
- $6,768,444
- Administrative expenses
- $160,075
- Total expenses
- $6,928,519
- Net increase / (decrease)
- $373,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $149,265 | not reported in the loaded dataset | 2023 |
| Kutak Rock Llp | NONE | $52,781 | not reported in the loaded dataset | 2023 |
| Actuarial Consulting Services Inc. | NONE | $38,688 | not reported in the loaded dataset | 2023 |
| Lutz And Company Pc | NONE | $25,400 | not reported in the loaded dataset | 2023 |
| First National Bank | NONE | $20,205 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers Local Union No. 16 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Aetna Life Insurance Company — Schedule C compensation
- Kutak Rock Llp — Schedule C compensation
- Actuarial Consulting Services Inc. — Schedule C compensation
- Lutz And Company Pc — Schedule C compensation
- First National Bank — Schedule C compensation