Plumbers & Steamfitters Local 131 Health And Welfare Fund — Form 5500 plan (Board Of Trustees Plumbers And Steamfitters Loc 131)
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 & Steamfitters Local 131 Health And Welfare Fund is a benefit plan reported by Board Of Trustees Plumbers And Steamfitters Loc 131 under EIN 51-6146108 and plan number 501. The latest loaded filing year is 2023. The filing reports 251 participants and $11,773,716 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers And Steamfitters Loc 131
- EIN
- 51-6146108
- Plan number
- 501
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $11,773,716
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20250813140451NAL0004909939002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,773,716
- Total liabilities (EOY)
- $495,690
- Net assets (EOY)
- $11,278,026
- Net assets (BOY)
- $9,860,415
Income & contributions
- Employer contributions
- $4,490,083
- Participant contributions
- $392,927
- Total contributions
- $4,883,010
- Total income / additions
- $6,774,328
Expenses & distributions
- Benefits paid
- $4,877,029
- Administrative expenses
- $479,688
- Total expenses
- $5,356,717
- Net increase / (decrease)
- $1,417,611
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $163,029 | not reported in the loaded dataset | 2023 |
| Anthem Health Plans, Inc. | NONE | $89,760 | $4,512 | 2023 |
| Segal Company | NONE | $88,369 | not reported in the loaded dataset | 2023 |
| Labor First, LLC | NONE | $28,200 | $0 | 2023 |
| Hines And Associates | NONE | $20,730 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $16,764 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick | NONE | $13,083 | not reported in the loaded dataset | 2023 |
| Zelis Claims Integrity, Inc. | NONE | $9,709 | not reported in the loaded dataset | 2023 |
| Lower Hudson Valley | NONE | $8,211 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers And Steamfitters Loc 131
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Zenith American Solutions — Schedule C compensation
- Anthem Health Plans, Inc. — Schedule C compensation
- Segal Company — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- Hines And Associates — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Shumaker, Loop & Kendrick — Schedule C compensation
- Zelis Claims Integrity, Inc. — Schedule C compensation
- Lower Hudson Valley — Schedule C compensation