Plumbers Local Union No. 519 Health And Welfare Fund — Form 5500 plan (Trustees Of Plumbers Local Union No. 519 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 Local Union No. 519 Health And Welfare Fund is a benefit plan reported by Trustees Of Plumbers Local Union No. 519 Health & Welfare Fund under EIN 59-6134291 and plan number 501. The latest loaded filing year is 2023. The filing reports 275 participants and $2,530,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers Local Union No. 519 Health & Welfare Fund
- EIN
- 59-6134291
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $2,530,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20250213172403NAL0012815395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,530,264
- Total liabilities (EOY)
- $1,479,226
- Net assets (EOY)
- $1,051,038
- Net assets (BOY)
- $1,094,717
Income & contributions
- Employer contributions
- $3,686,511
- Participant contributions
- $24,746
- Total contributions
- $3,711,257
- Total income / additions
- $3,758,981
Expenses & distributions
- Benefits paid
- $3,602,324
- Administrative expenses
- $200,336
- Total expenses
- $3,802,660
- Net increase / (decrease)
- -$43,679
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefits Admin In | NONE | $64,244 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co. | NONE | $54,347 | not reported in the loaded dataset | 2023 |
| Sugarman & Susskind | NONE | $52,640 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers Local Union No. 519 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Benefits Admin In — Schedule C compensation
- Lapadula Carlson & Co. — Schedule C compensation
- Sugarman & Susskind — Schedule C compensation