Plumbers And Steamfitters Local #486 Medical Fund — Form 5500 plan (Plumbers And Steamfitters Local 486 Medical Fund Board Of Trustees)
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 And Steamfitters Local #486 Medical Fund is a benefit plan reported by Plumbers And Steamfitters Local 486 Medical Fund Board Of Trustees under EIN 52-1059733 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,949 participants and $40,195,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers And Steamfitters Local 486 Medical Fund Board Of Trustees
- EIN
- 52-1059733
- Plan number
- 501
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 1,949
- End-of-year plan assets
- $40,195,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,949 | H, C | 20241202103237NAL0000767299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,195,323
- Total liabilities (EOY)
- $4,127,893
- Net assets (EOY)
- $36,067,430
- Net assets (BOY)
- $34,247,249
Income & contributions
- Employer contributions
- $24,296,691
- Participant contributions
- $1,494,576
- Total contributions
- $25,791,267
- Total income / additions
- $27,044,677
Expenses & distributions
- Benefits paid
- $23,621,473
- Administrative expenses
- $1,603,023
- Total expenses
- $25,224,496
- Net increase / (decrease)
- $1,820,181
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Administration Corporation | NONE | $426,226 | not reported in the loaded dataset | 2023 |
| Zelis | NONE | $323,387 | not reported in the loaded dataset | 2023 |
| Conifer Value-Based Care, LLC | NONE | $260,819 | not reported in the loaded dataset | 2023 |
| Ncas | NONE | $98,029 | not reported in the loaded dataset | 2023 |
| Carefirst Bc/Bs Of Maryland | NONE | $97,205 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein, & Abato | NONE | $81,076 | not reported in the loaded dataset | 2023 |
| Bolton Partners | NONE | $70,600 | $0 | 2023 |
| Chartwell Investment Partners | NONE | $57,339 | not reported in the loaded dataset | 2023 |
| Optumrx | NONE | $48,596 | $0 | 2023 |
| Investment Performance Services | NONE | $43,714 | not reported in the loaded dataset | 2023 |
| Call A Doctor Plus | NONE | $41,876 | not reported in the loaded dataset | 2023 |
| Cigna Health & Life Insurance Compa | NONE | $35,322 | $0 | 2023 |
| Pnc Bank | NONE | $26,390 | $0 | 2023 |
| Calibre Cpa Group | NONE | $20,300 | not reported in the loaded dataset | 2023 |
| Kenneth Kahl | UNION TRUSTEE | $14,574 | not reported in the loaded dataset | 2023 |
| Eric Eckstein | UNION TRUSTEE | $13,034 | not reported in the loaded dataset | 2023 |
| Anthony George | UNION TRUSTEE | $7,139 | not reported in the loaded dataset | 2023 |
| Kari Cordell | UNION TRUSTEE | $7,139 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $5,361 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers And Steamfitters Local 486 Medical Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Benefits Administration Corporation — Schedule C compensation
- Zelis — Schedule C compensation
- Conifer Value-Based Care, LLC — Schedule C compensation
- Ncas — Schedule C compensation
- Carefirst Bc/Bs Of Maryland — Schedule C compensation
- Abato, Rubenstein, & Abato — Schedule C compensation
- Bolton Partners — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Optumrx — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Call A Doctor Plus — Schedule C compensation
- Cigna Health & Life Insurance Compa — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Kenneth Kahl — Schedule C compensation
- Eric Eckstein — Schedule C compensation
- Anthony George — Schedule C compensation
- Kari Cordell — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation