Plumbers & Pipefitters Lu No 74 Welfare Fund — Form 5500 plan (Board Of Trustees Of Plumbers & Pipefitters Lu 74 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 & Pipefitters Lu No 74 Welfare Fund is a benefit plan reported by Board Of Trustees Of Plumbers & Pipefitters Lu 74 Welfare Fund under EIN 51-6174595 and plan number 501. The latest loaded filing year is 2023. The filing reports 812 participants and $20,893,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Plumbers & Pipefitters Lu 74 Welfare Fund
- EIN
- 51-6174595
- Plan number
- 501
- Plan type
- 1
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 812
- End-of-year plan assets
- $20,893,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 812 | H, C | 20241008181506NAL0009969939002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,893,059
- Total liabilities (EOY)
- $1,116,422
- Net assets (EOY)
- $19,776,637
- Net assets (BOY)
- $18,806,843
Income & contributions
- Employer contributions
- $12,440,826
- Participant contributions
- $1,137,716
- Total contributions
- $13,586,845
- Total income / additions
- $15,203,767
Expenses & distributions
- Benefits paid
- $13,535,954
- Administrative expenses
- $698,019
- Total expenses
- $14,233,973
- Net increase / (decrease)
- $969,794
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $308,688 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $101,828 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $38,340 | not reported in the loaded dataset | 2023 |
| Bolton Partners Inc | NONE | $37,092 | not reported in the loaded dataset | 2023 |
| Young Conaway Stargatt Taylor | NONE | $29,680 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services | NONE | $21,822 | not reported in the loaded dataset | 2023 |
| Whisman Giordano & Associates LLC | NONE | $21,300 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $12,980 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Novak Francella | NONE | $7,257 | not reported in the loaded dataset | 2023 |
| Holroyd Gelman, P.C. | NONE | $5,551 | not reported in the loaded dataset | 2023 |
| Jennings Sigmond Pc | NONE | $2,932 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Plumbers & Pipefitters Lu 74 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Aetna Life Insurance Company — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Delta Dental — Schedule C compensation
- Bolton Partners Inc — Schedule C compensation
- Young Conaway Stargatt Taylor — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- Whisman Giordano & Associates LLC — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Novak Francella — Schedule C compensation
- Holroyd Gelman, P.C. — Schedule C compensation
- Jennings Sigmond Pc — Schedule C compensation