Plumbers & Pipefitters Local 123 Welfare Fund — Form 5500 plan (Board Of Trustees Of Plumbers And Pipefitters Local 123 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 & Pipefitters Local 123 Welfare Fund is a benefit plan reported by Board Of Trustees Of Plumbers And Pipefitters Local 123 Welfare Fund under EIN 59-6134275 and plan number 501. The latest loaded filing year is 2023. The filing reports 460 participants and $15,208,705 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Plumbers And Pipefitters Local 123 Welfare Fund
- EIN
- 59-6134275
- Plan number
- 501
- Plan type
- 1
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 460
- End-of-year plan assets
- $15,208,705
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 460 | H, C | 20240729110127NAL0019249809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,208,705
- Total liabilities (EOY)
- $485,895
- Net assets (EOY)
- $14,722,810
- Net assets (BOY)
- $12,144,986
Income & contributions
- Employer contributions
- $6,383,511
- Participant contributions
- $80,094
- Total contributions
- $6,463,605
- Total income / additions
- $7,616,340
Expenses & distributions
- Benefits paid
- $4,656,445
- Administrative expenses
- $382,071
- Total expenses
- $5,038,516
- Net increase / (decrease)
- $2,577,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Insurance Co | NONE | $325,716 | not reported in the loaded dataset | 2023 |
| National Employee Benefit Administr | NONE | $125,424 | not reported in the loaded dataset | 2023 |
| Lassiterware Benefit Consultants | NONE | $90,555 | not reported in the loaded dataset | 2023 |
| Procare Pharmacy Benefit Manager | NONE | $50,007 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $26,651 | not reported in the loaded dataset | 2023 |
| Plumbers And Pipefitters Local 123 | RELATED LOCAL UNION | $26,351 | not reported in the loaded dataset | 2023 |
| Venable Law Firm | NONE | $25,622 | not reported in the loaded dataset | 2023 |
| Medexpert International Inc | NONE | $19,625 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $14,903 | $0 | 2023 |
| Laurel Mountain Consulting | NONE | $11,536 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Plumbers And Pipefitters Local 123 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- United Healthcare Insurance Co — Schedule C compensation
- National Employee Benefit Administr — Schedule C compensation
- Lassiterware Benefit Consultants — Schedule C compensation
- Procare Pharmacy Benefit Manager — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Plumbers And Pipefitters Local 123 — Schedule C compensation
- Venable Law Firm — Schedule C compensation
- Medexpert International Inc — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Laurel Mountain Consulting — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation