Plumbers & Steamfitters Local 43 H & W Fund — Form 5500 plan (Plumbers & Steamfitters Local 43 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, Plumbers & Steamfitters Local 43 H & W Fund is a benefit plan reported by Plumbers & Steamfitters Local 43 H & W Fund under EIN 62-0717969 and plan number 501. The latest loaded filing year is 2023. The filing reports 680 participants and $13,734,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local 43 H & W Fund
- EIN
- 62-0717969
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 680
- End-of-year plan assets
- $13,734,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 680 | H, C | 20250414093009NAL0002884016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,734,029
- Total liabilities (EOY)
- $437,240
- Net assets (EOY)
- $13,296,789
- Net assets (BOY)
- $11,777,364
Income & contributions
- Employer contributions
- $7,674,883
- Participant contributions
- $90,937
- Total contributions
- $7,765,820
- Total income / additions
- $9,045,892
Expenses & distributions
- Benefits paid
- $6,813,198
- Administrative expenses
- $713,269
- Total expenses
- $7,526,467
- Net increase / (decrease)
- $1,519,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $349,697 | $24,795 | 2023 |
| Southern Benefit Administrators | NONE | $252,000 | not reported in the loaded dataset | 2023 |
| Bha Consulting | NONE | $27,869 | not reported in the loaded dataset | 2023 |
| Branstetter, Stranch & Jennings | NONE | $26,667 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor Cpas | NONE | $14,250 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking | NONE | $10,068 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | NONE | $2,832 | not reported in the loaded dataset | 2023 |
| Mutual And Exchange Traded Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local 43 H & W Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Blue Cross Blue Shield — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Bha Consulting — Schedule C compensation
- Branstetter, Stranch & Jennings — Schedule C compensation
- Daniels, Irwin & Aylor Cpas — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Mutual And Exchange Traded Funds — Schedule C compensation