Atlanta Plumbers & Steamfitters H&W Fund — Form 5500 plan (Atlanta Plumbers & Steamfitters H&W 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, Atlanta Plumbers & Steamfitters H&W Fund is a benefit plan reported by Atlanta Plumbers & Steamfitters H&W Fund under EIN 58-1261304 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,410 participants and $51,640,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlanta Plumbers & Steamfitters H&W Fund
- EIN
- 58-1261304
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 2,410
- End-of-year plan assets
- $51,640,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,410 | H, C | 20241009193450NAL0019862801003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,640,270
- Total liabilities (EOY)
- $4,413,799
- Net assets (EOY)
- $47,226,471
- Net assets (BOY)
- $36,009,530
Income & contributions
- Employer contributions
- $34,708,998
- Participant contributions
- $2,209,753
- Total contributions
- $36,918,751
- Total income / additions
- $40,009,600
Expenses & distributions
- Benefits paid
- $26,269,439
- Administrative expenses
- $2,523,220
- Total expenses
- $28,792,659
- Net increase / (decrease)
- $11,216,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $853,159 | not reported in the loaded dataset | 2023 |
| National Employee Benefit Admin | NONE | $701,436 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $144,753 | not reported in the loaded dataset | 2023 |
| Medexpert International Inc | NONE | $75,512 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory Llp | NONE | $38,429 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Madison Investment Advisors, LLC | NONE | $20,799 | not reported in the loaded dataset | 2023 |
| Regions Financial Corporation | NONE | $20,526 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Srvcs., LLC | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Skysail Rx | NONE | $10,250 | not reported in the loaded dataset | 2023 |
| Pacific Income Advisers, Inc. | NONE | $8,330 | not reported in the loaded dataset | 2023 |
| Bha Consulting, LLC | NONE | $5,168 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlanta Plumbers & Steamfitters H&W Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Blue Cross Blue Shield — Schedule C compensation
- National Employee Benefit Admin — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Medexpert International Inc — Schedule C compensation
- Arnall Golden Gregory Llp — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Madison Investment Advisors, LLC — Schedule C compensation
- Regions Financial Corporation — Schedule C compensation
- Reynolds Consulting Srvcs., LLC — Schedule C compensation
- Skysail Rx — Schedule C compensation
- Pacific Income Advisers, Inc. — Schedule C compensation
- Bha Consulting, LLC — Schedule C compensation