U.A. Union Local No. 290 Plumber, Steamfitter And Shipfitter Industry Health And Welfare Plan — Form 5500 plan (Board Of Trustees, U.A. Union Local No. 290 Plumber,)
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, U.A. Union Local No. 290 Plumber, Steamfitter And Shipfitter Industry Health And Welfare Plan is a benefit plan reported by Board Of Trustees, U.A. Union Local No. 290 Plumber, under EIN 93-6021113 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,438 participants and $208,005,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, U.A. Union Local No. 290 Plumber,
- EIN
- 93-6021113
- Plan number
- 501
- Plan type
- 1
- Location
- Tualatin, OR
- Latest filing year
- 2023
- Participants
- 4,438
- End-of-year plan assets
- $208,005,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,438 | H, C | 20241015171455NAL0049086816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $208,005,813
- Total liabilities (EOY)
- $84,905,175
- Net assets (EOY)
- $123,100,638
- Net assets (BOY)
- $112,976,070
Income & contributions
- Employer contributions
- $90,480,710
- Participant contributions
- $3,908,894
- Total contributions
- $94,389,604
- Total income / additions
- $106,274,590
Expenses & distributions
- Benefits paid
- $94,226,638
- Administrative expenses
- $1,923,384
- Total expenses
- $96,150,022
- Net increase / (decrease)
- $10,124,568
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $1,330,342 | not reported in the loaded dataset | 2023 |
| Innovative Care Management, Inc. | NONE | $211,896 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $70,685 | $0 | 2023 |
| Propel Insurance | NONE | $68,520 | not reported in the loaded dataset | 2023 |
| Psg Consulting, LLC | NONE | $44,000 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $40,606 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $40,600 | not reported in the loaded dataset | 2023 |
| Brownstein Rask Llp | NONE | $30,379 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $25,723 | not reported in the loaded dataset | 2023 |
| Withum Smith + Brown | NONE | $23,712 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| J Thayer Company | NONE | $19,179 | not reported in the loaded dataset | 2023 |
| Tori A Geter | NONE | $7,118 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, U.A. Union Local No. 290 Plumber,
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Tualatin, OR
- Zenith American Solutions — Schedule C compensation
- Innovative Care Management, Inc. — Schedule C compensation
- Us Bank — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Psg Consulting, LLC — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Brownstein Rask Llp — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Withum Smith + Brown — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- J Thayer Company — Schedule C compensation
- Tori A Geter — Schedule C compensation