Plumbers Local Union No. 68 Welfare Fund — Form 5500 plan (Plumbers Local Union No. 68 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. 68 Welfare Fund is a benefit plan reported by Plumbers Local Union No. 68 Welfare Fund under EIN 90-1259351 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,469 participants and $13,045,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers Local Union No. 68 Welfare Fund
- EIN
- 90-1259351
- Plan number
- 501
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 1,469
- End-of-year plan assets
- $13,045,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,469 | H, C | 20250411195613NAL0026828913002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,045,139
- Total liabilities (EOY)
- $16,136,911
- Net assets (EOY)
- -$3,091,772
- Net assets (BOY)
- -$2,916,934
Income & contributions
- Employer contributions
- $16,316,461
- Participant contributions
- $2,610,630
- Total contributions
- $18,927,091
- Total income / additions
- $21,380,471
Expenses & distributions
- Benefits paid
- $20,577,975
- Administrative expenses
- $977,334
- Total expenses
- $21,555,309
- Net increase / (decrease)
- -$174,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plu 68 Pension Fund | not reported in the loaded dataset | $708,176 | not reported in the loaded dataset | 2023 |
| United Health Care | not reported in the loaded dataset | $680,998 | not reported in the loaded dataset | 2023 |
| Harper & Pearson Company Pc | not reported in the loaded dataset | $67,200 | $0 | 2023 |
| Segal | not reported in the loaded dataset | $57,750 | not reported in the loaded dataset | 2023 |
| Healthlinx LLC | not reported in the loaded dataset | $55,500 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | not reported in the loaded dataset | $47,406 | not reported in the loaded dataset | 2023 |
| Optumrx | not reported in the loaded dataset | $22,038 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers Local Union No. 68 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Plu 68 Pension Fund — Schedule C compensation
- United Health Care — Schedule C compensation
- Harper & Pearson Company Pc — Schedule C compensation
- Segal — Schedule C compensation
- Healthlinx LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Optumrx — Schedule C compensation