Heating Piping And Refrg. Med. Fund — Form 5500 plan (Board Of Trustees, Heating Piping And Refrigeration Medical 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, Heating Piping And Refrg. Med. Fund is a benefit plan reported by Board Of Trustees, Heating Piping And Refrigeration Medical Fund under EIN 53-0207840 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,581 participants and $125,606,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Heating Piping And Refrigeration Medical Fund
- EIN
- 53-0207840
- Plan number
- 501
- Plan type
- 1
- Location
- Capitol Heights, MD
- Latest filing year
- 2023
- Participants
- 5,581
- End-of-year plan assets
- $125,606,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,581 | H, C | 20241015112509NAL0055761362001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,606,764
- Total liabilities (EOY)
- $14,903,307
- Net assets (EOY)
- $110,703,457
- Net assets (BOY)
- $101,943,963
Income & contributions
- Employer contributions
- $76,102,304
- Participant contributions
- $1,830,492
- Total contributions
- $77,932,796
- Total income / additions
- $87,645,097
Expenses & distributions
- Benefits paid
- $71,550,357
- Administrative expenses
- $7,335,246
- Total expenses
- $78,885,603
- Net increase / (decrease)
- $8,759,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zelis Claims Integrity | SERVICE PROVIDER | $2,522,198 | $0 | 2023 |
| Marathon Health, LLC | SERVICE PROVIDER | $1,663,111 | $0 | 2023 |
| Benefits Administration Corporation | CONTRACT ADMINISTRATOR | $1,139,756 | $0 | 2023 |
| American Health Holding, Inc | ADMINISTRATOR | $484,563 | $0 | 2023 |
| Ncas | ADMINISTRATOR | $299,123 | $0 | 2023 |
| Delta Dental Of Pennsylvania | ADMINISTRATOR | $199,953 | $0 | 2023 |
| Asb Capital Management LLC | INVESTMENT MANAGEMENT | $133,178 | $0 | 2023 |
| Silver Scripts Insurance Company | ADMINISTRATOR | $129,408 | $0 | 2023 |
| O'Donoghue And O'Donoghue | ATTORNEY | $105,539 | $0 | 2023 |
| The Segal Company | ACTUARY | $104,655 | $0 | 2023 |
| Cvs Caremark | ADMINISTRATOR | $53,897 | $0 | 2023 |
| Western Asset Management Company | INVESTMENT MANGEMENT | $52,343 | $0 | 2023 |
| Sarfino And Rhoades, Llp | AUDITOR | $31,400 | $0 | 2023 |
| Novak Francella | AUDITOR | $23,992 | $0 | 2023 |
| Gallagher Fiduciary Advisors | INVESTMENT ADVISOR | $21,455 | $0 | 2023 |
| Segal Select Insurance Services Inc | INSURANCE AGENT | $5,534 | $0 | 2023 |
| Amalgamated Bank | INVESTMENT MANAGEMENT | $5,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Heating Piping And Refrigeration Medical Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Capitol Heights, MD
- Zelis Claims Integrity — Schedule C compensation
- Marathon Health, LLC — Schedule C compensation
- Benefits Administration Corporation — Schedule C compensation
- American Health Holding, Inc — Schedule C compensation
- Ncas — Schedule C compensation
- Delta Dental Of Pennsylvania — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Silver Scripts Insurance Company — Schedule C compensation
- O'Donoghue And O'Donoghue — Schedule C compensation
- The Segal Company — Schedule C compensation
- Cvs Caremark — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Sarfino And Rhoades, Llp — Schedule C compensation
- Novak Francella — Schedule C compensation
- Gallagher Fiduciary Advisors — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Amalgamated Bank — Schedule C compensation