Steamfitters And Plumbers Local Union No 464 Welfare Fund — Form 5500 plan (Board Of Trustees Steamfitters And Plumbers Local Union No 464 Welfare)
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, Steamfitters And Plumbers Local Union No 464 Welfare Fund is a benefit plan reported by Board Of Trustees Steamfitters And Plumbers Local Union No 464 Welfare under EIN 47-0587913 and plan number 503. The latest loaded filing year is 2023. The filing reports 1,444 participants and $40,292,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Steamfitters And Plumbers Local Union No 464 Welfare
- EIN
- 47-0587913
- Plan number
- 503
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 1,444
- End-of-year plan assets
- $40,292,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,444 | H, C | 20250115093808NAL0021564513002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,292,826
- Total liabilities (EOY)
- $2,808,736
- Net assets (EOY)
- $37,484,090
- Net assets (BOY)
- $33,076,782
Income & contributions
- Employer contributions
- $23,214,947
- Participant contributions
- $1,707,358
- Total contributions
- $24,922,305
- Total income / additions
- $28,473,302
Expenses & distributions
- Benefits paid
- $22,459,330
- Administrative expenses
- $1,606,664
- Total expenses
- $24,065,994
- Net increase / (decrease)
- $4,407,308
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $293,585 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, Pa | NONE | $113,914 | not reported in the loaded dataset | 2023 |
| O'Donnell, Ficenec, Wills & Ferdig | NONE | $69,928 | not reported in the loaded dataset | 2023 |
| First National Bank Of Omaha | NONE | $51,383 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $46,700 | not reported in the loaded dataset | 2023 |
| Investment Consulting Group, Inc. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Steamfitters And Plumbers Local Union No 464 Welfare
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Benesys, Inc. — Schedule C compensation
- Blake & Uhlig, Pa — Schedule C compensation
- O'Donnell, Ficenec, Wills & Ferdig — Schedule C compensation
- First National Bank Of Omaha — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Investment Consulting Group, Inc. — Schedule C compensation