Plumbers And Steamfitters Union Local No. 10 Health And Welfare Plan — Form 5500 plan (Board Of Trustees, Plumbers & Steamfitters Union Local No. 10)
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 Union Local No. 10 Health And Welfare Plan is a benefit plan reported by Board Of Trustees, Plumbers & Steamfitters Union Local No. 10 under EIN 52-6047277 and plan number 501. The latest loaded filing year is 2023. The filing reports 600 participants and $12,300,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Plumbers & Steamfitters Union Local No. 10
- EIN
- 52-6047277
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 600
- End-of-year plan assets
- $12,300,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 600 | H, C | 20241012164506NAL0023709553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,300,065
- Total liabilities (EOY)
- $1,687,714
- Net assets (EOY)
- $10,612,351
- Net assets (BOY)
- $11,865,652
Income & contributions
- Employer contributions
- $6,370,744
- Participant contributions
- $735,072
- Total contributions
- $7,105,816
- Total income / additions
- $9,771,623
Expenses & distributions
- Benefits paid
- $10,418,648
- Administrative expenses
- $606,276
- Total expenses
- $11,024,924
- Net increase / (decrease)
- -$1,253,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $275,315 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Blue Shield Of Va | NONE | $198,176 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor Cpas | NONE | $15,650 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $12,585 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $7,932 | not reported in the loaded dataset | 2023 |
| Truist Bank | NONE | $5,531 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Plumbers & Steamfitters Union Local No. 10
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Anthem Blue Cross Blue Shield Of Va — Schedule C compensation
- Daniels, Irwin & Aylor Cpas — Schedule C compensation
- Bny Mellon — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Truist Bank — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Mutual Funds — Schedule C compensation