Local Union 598 Plumbing & Pipefitting Industry Ea Medicare-Eligible Retiree Health Reimbursement Arr — Form 5500 plan (Trustees Of Local 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 Ea Medicare-Eligible Retiree Health Reimbursement Arr is a benefit plan reported by Trustees Of Local 598 Plumbing & Pipefitting Industry H&W Plan under EIN 91-0973983 and plan number 502. The latest loaded filing year is 2023. The filing reports 219 participants and $1,130,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local 598 Plumbing & Pipefitting Industry H&W Plan
- EIN
- 91-0973983
- Plan number
- 502
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $1,130,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20250717172612NAL0000752705003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,130,389
- Total liabilities (EOY)
- $83,073
- Net assets (EOY)
- $1,047,316
- Net assets (BOY)
- $712,423
Income & contributions
- Employer contributions
- $1,648,340
- Participant contributions
- $859,287
- Total contributions
- $2,507,627
- Total income / additions
- $2,539,648
Expenses & distributions
- Benefits paid
- $2,058,770
- Administrative expenses
- $145,985
- Total expenses
- $2,204,755
- Net increase / (decrease)
- $334,893
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $47,709 | not reported in the loaded dataset | 2023 |
| Parker Smith And Feek | NONE | $20,817 | not reported in the loaded dataset | 2023 |
| United Assoc. Of Journeyman Loc 598 | NONE | $19,727 | not reported in the loaded dataset | 2023 |
| Turner, Stoeve & Gagliardi, P.S. | NONE | $11,853 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $8,050 | not reported in the loaded dataset | 2023 |
| Platform Cpa'S Llp | NONE | $8,022 | not reported in the loaded dataset | 2023 |
| Nuwest Insurance Services | NONE | $7,996 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local 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, Inc. — Schedule C compensation
- Parker Smith And Feek — Schedule C compensation
- United Assoc. Of Journeyman Loc 598 — Schedule C compensation
- Turner, Stoeve & Gagliardi, P.S. — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Platform Cpa'S Llp — Schedule C compensation
- Nuwest Insurance Services — Schedule C compensation