Plumbers And Pipefitters Local No. 421 Health And Welfare Fund — Form 5500 plan (Trustees Of Plumbers & Pipefitters Local No. 421 Health And Welfare Fu)
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 Pipefitters Local No. 421 Health And Welfare Fund is a benefit plan reported by Trustees Of Plumbers & Pipefitters Local No. 421 Health And Welfare Fu under EIN 56-6085074 and plan number 501. The latest loaded filing year is 2023. The filing reports 825 participants and $17,514,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers & Pipefitters Local No. 421 Health And Welfare Fu
- EIN
- 56-6085074
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 825
- End-of-year plan assets
- $17,514,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 825 | H, C | 20241015124115NAL0016412067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,514,110
- Total liabilities (EOY)
- $5,353,630
- Net assets (EOY)
- $12,160,480
- Net assets (BOY)
- $12,395,974
Income & contributions
- Employer contributions
- $12,811,644
- Participant contributions
- $157,198
- Total contributions
- $13,021,753
- Total income / additions
- $13,867,360
Expenses & distributions
- Benefits paid
- $13,402,856
- Administrative expenses
- $699,998
- Total expenses
- $14,102,854
- Net increase / (decrease)
- -$235,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefit Admin | NONE | $283,835 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson + Co. | NONE | $67,064 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory Llp | NONE | $49,140 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $21,961 | not reported in the loaded dataset | 2023 |
| Gamco Investments Inc. | NONE | $15,592 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $8,959 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers & Pipefitters Local No. 421 Health And Welfare Fu
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Benefit Admin — Schedule C compensation
- Lapadula Carlson + Co. — Schedule C compensation
- Arnall Golden Gregory Llp — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Gamco Investments Inc. — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation