Plumbers & Pipefitters L.U. No. 572 Health & Welfare Fund — Form 5500 plan (Trustees Of Plumbers & Pipefitters L.U. No. 572 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 & Pipefitters L.U. No. 572 Health & Welfare Fund is a benefit plan reported by Trustees Of Plumbers & Pipefitters L.U. No. 572 Health & Welfare Fund under EIN 62-0786559 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,209 participants and $28,993,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Plumbers & Pipefitters L.U. No. 572 Health & Welfare Fund
- EIN
- 62-0786559
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,209
- End-of-year plan assets
- $28,993,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,209 | H, C | 20250115112809NAL0043315090001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,993,641
- Total liabilities (EOY)
- $7,258,425
- Net assets (EOY)
- $21,735,216
- Net assets (BOY)
- $15,791,416
Income & contributions
- Employer contributions
- $16,520,346
- Participant contributions
- $1,158,770
- Total contributions
- $17,679,116
- Total income / additions
- $19,803,902
Expenses & distributions
- Benefits paid
- $13,418,941
- Administrative expenses
- $441,161
- Total expenses
- $13,860,102
- Net increase / (decrease)
- $5,943,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Tennessee | NONE | $555,986 | $94,437 | 2023 |
| Southern Benefits Administrators In | NONE | $326,000 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co. | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $20,625 | not reported in the loaded dataset | 2023 |
| Goodwin, Morris, Lurenzi & Bloomfie | NONE | $12,230 | not reported in the loaded dataset | 2023 |
| Osborn, Carreiro & Associates Inc. | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Plumbers & Pipefitters L.U. No. 572 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Blue Cross Blue Shield Of Tennessee — Schedule C compensation
- Southern Benefits Administrators In — Schedule C compensation
- Lapadula Carlson & Co. — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Goodwin, Morris, Lurenzi & Bloomfie — Schedule C compensation
- Osborn, Carreiro & Associates Inc. — Schedule C compensation