Plumbers & Pipefitters Local Union No. 630 Welfare Trust Fund — Form 5500 plan (Trustees Of The Plumbers & Pipefitters Local Union No. 630 Welfare Tru)
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 Union No. 630 Welfare Trust Fund is a benefit plan reported by Trustees Of The Plumbers & Pipefitters Local Union No. 630 Welfare Tru under EIN 59-6134296 and plan number 501. The latest loaded filing year is 2023. The filing reports 744 participants and $21,397,787 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Plumbers & Pipefitters Local Union No. 630 Welfare Tru
- EIN
- 59-6134296
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 744
- End-of-year plan assets
- $21,397,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 744 | H, C | 20241015113622NAL0016240019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,397,787
- Total liabilities (EOY)
- $6,943,775
- Net assets (EOY)
- $14,454,012
- Net assets (BOY)
- $10,517,085
Income & contributions
- Employer contributions
- $12,959,079
- Participant contributions
- $787,004
- Total contributions
- $13,746,083
- Total income / additions
- $14,508,560
Expenses & distributions
- Benefits paid
- $9,888,523
- Administrative expenses
- $683,110
- Total expenses
- $10,571,633
- Net increase / (decrease)
- $3,936,927
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefits Admin | NONE | $226,756 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $166,526 | not reported in the loaded dataset | 2023 |
| Sugarman & Susskind Pa | NONE | $59,358 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co. | NONE | $32,817 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $7,632 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Plumbers & Pipefitters Local Union No. 630 Welfare Tru
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Benefits Admin — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Sugarman & Susskind Pa — Schedule C compensation
- Lapadula Carlson & Co. — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation