Local Union 598 Plumbing & Pipefitting Industry Health And Welfare Plan — Form 5500 plan (Trustees Of Local Union 598 Plumbing & Pipefitting Industry H&W Plan)
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, Local Union 598 Plumbing & Pipefitting Industry Health And Welfare Plan is a benefit plan reported by Trustees Of Local Union 598 Plumbing & Pipefitting Industry H&W Plan under EIN 91-0973983 and plan number 501. The latest loaded filing year is 2023. The filing reports 530 participants and $43,400,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local Union 598 Plumbing & Pipefitting Industry H&W Plan
- EIN
- 91-0973983
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 530
- End-of-year plan assets
- $43,400,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 530 | H, C | 20250715182947NAL0001842179002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,400,201
- Total liabilities (EOY)
- $6,798,485
- Net assets (EOY)
- $36,601,716
- Net assets (BOY)
- $28,433,348
Income & contributions
- Employer contributions
- $14,272,819
- Participant contributions
- $9,474,070
- Total contributions
- $23,746,889
- Total income / additions
- $27,911,800
Expenses & distributions
- Benefits paid
- $19,036,826
- Administrative expenses
- $706,606
- Total expenses
- $19,743,432
- Net increase / (decrease)
- $8,168,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $261,207 | not reported in the loaded dataset | 2023 |
| United Assoc. Of Journeyman Loc 598 | NONE | $71,130 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $68,483 | not reported in the loaded dataset | 2023 |
| Parker Smith & Feek, Inc. | NONE | $65,310 | not reported in the loaded dataset | 2023 |
| Turner, Stoeve & Gagliardi | NONE | $30,158 | not reported in the loaded dataset | 2023 |
| Highland Capital Advisors | NONE | $23,657 | not reported in the loaded dataset | 2023 |
| Aetna | NONE | $22,408 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $21,562 | not reported in the loaded dataset | 2023 |
| The Travelers Companies, Inc | NONE | $20,918 | not reported in the loaded dataset | 2023 |
| Cascade Centers | NONE | $20,427 | not reported in the loaded dataset | 2023 |
| Platform Cpas, Llp | NONE | $17,149 | not reported in the loaded dataset | 2023 |
| Prudentrx LLC | NONE | $16,046 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $14,282 | not reported in the loaded dataset | 2023 |
| Pacific Health Coalition | NONE | $11,825 | not reported in the loaded dataset | 2023 |
| Withum Smith, Brown, Pc | NONE | $10,499 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local Union 598 Plumbing & Pipefitting Industry H&W Plan
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Benesys Administrators — Schedule C compensation
- United Assoc. Of Journeyman Loc 598 — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Parker Smith & Feek, Inc. — Schedule C compensation
- Turner, Stoeve & Gagliardi — Schedule C compensation
- Highland Capital Advisors — Schedule C compensation
- Aetna — Schedule C compensation
- Us Bank — Schedule C compensation
- The Travelers Companies, Inc — Schedule C compensation
- Cascade Centers — Schedule C compensation
- Platform Cpas, Llp — Schedule C compensation
- Prudentrx LLC — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Pacific Health Coalition — Schedule C compensation
- Withum Smith, Brown, Pc — Schedule C compensation