Plumbers & Steamfitters Local 150 Health & Welfare — Form 5500 plan (Plumbers & Steamfitters Local 150 Health & Welfare 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, Plumbers & Steamfitters Local 150 Health & Welfare is a benefit plan reported by Plumbers & Steamfitters Local 150 Health & Welfare Fund under EIN 58-1274987 and plan number 501. The latest loaded filing year is 2023. The filing reports 628 participants and $3,823,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 150 Health & Welfare Fund
- EIN
- 58-1274987
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 628
- End-of-year plan assets
- $3,823,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 628 | H, C | 20241012120007NAL0041471824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,823,797
- Total liabilities (EOY)
- $53,600
- Net assets (EOY)
- $3,770,197
- Net assets (BOY)
- $4,242,577
Income & contributions
- Employer contributions
- $8,147,623
- Participant contributions
- $476,628
- Total contributions
- $8,624,251
- Total income / additions
- $8,819,372
Expenses & distributions
- Benefits paid
- $9,036,182
- Administrative expenses
- $255,570
- Total expenses
- $9,291,752
- Net increase / (decrease)
- -$472,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $159,648 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory | NONE | $28,867 | not reported in the loaded dataset | 2023 |
| Brown & Brown Of Connecticut | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $14,150 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $9,631 | not reported in the loaded dataset | 2023 |
| Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 150 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Arnall Golden Gregory — Schedule C compensation
- Brown & Brown Of Connecticut — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Regions Bank — Schedule C compensation
- Mutual Funds — Schedule C compensation