Local 489 Plumbers And Steamfitters Health And Welfare Plan — Form 5500 plan (Board Of Trustees For Local 489 Health And Welfare Plan)
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, Local 489 Plumbers And Steamfitters Health And Welfare Plan is a benefit plan reported by Board Of Trustees For Local 489 Health And Welfare Plan under EIN 52-1045309 and plan number 501. The latest loaded filing year is 2023. The filing reports 112 participants and $1,579,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees For Local 489 Health And Welfare Plan
- EIN
- 52-1045309
- Plan number
- 501
- Plan type
- 1
- Location
- Cumberland, MD
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $1,579,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20250130080010NAL0000762256002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,579,578
- Net assets (EOY)
- $1,579,578
- Net assets (BOY)
- $1,300,501
Income & contributions
- Employer contributions
- $1,607,266
- Participant contributions
- $94,942
- Total contributions
- $1,702,208
- Total income / additions
- $1,844,830
Expenses & distributions
- Benefits paid
- $1,465,460
- Administrative expenses
- $100,293
- Total expenses
- $1,565,753
- Net increase / (decrease)
- $279,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 90 Degree Benefits | NONE | $52,470 | not reported in the loaded dataset | 2023 |
| Cigna | NONE | $0 | $28,468 | 2023 |
| Frank Gerwig & Associates P.A. | NONE | $24,900 | not reported in the loaded dataset | 2023 |
| Plumbers & Steamfitters | EMPLOYEE ORGANIZATION | $17,457 | not reported in the loaded dataset | 2023 |
| National Brokerage Services, Inc. | NONE | $16,359 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $14,370 | not reported in the loaded dataset | 2023 |
| Turnbull, Hoover & Kahl, P.A. | NONE | $14,100 | not reported in the loaded dataset | 2023 |
| Teladoc | NONE | $0 | $6,912 | 2023 |
| Ahdi | NONE | $0 | $6,654 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees For Local 489 Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Cumberland, MD
- 90 Degree Benefits — Schedule C compensation
- Cigna — Schedule C compensation
- Frank Gerwig & Associates P.A. — Schedule C compensation
- Plumbers & Steamfitters — Schedule C compensation
- National Brokerage Services, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Turnbull, Hoover & Kahl, P.A. — Schedule C compensation
- Teladoc — Schedule C compensation
- Ahdi — Schedule C compensation