U.A. Local No. 447 Pipe Trades Health And Welfare Plan — Form 5500 plan (Board Of Trustees, U.A. Local No. 447 Pipe Trades)
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. Local No. 447 Pipe Trades Health And Welfare Plan is a benefit plan reported by Board Of Trustees, U.A. Local No. 447 Pipe Trades under EIN 94-1268305 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,127 participants and $28,206,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, U.A. Local No. 447 Pipe Trades
- EIN
- 94-1268305
- Plan number
- 501
- Plan type
- 1
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 1,127
- End-of-year plan assets
- $28,206,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,127 | H, C | 20250404124248NAL0011805713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,206,419
- Total liabilities (EOY)
- $13,404,886
- Net assets (EOY)
- $14,801,533
- Net assets (BOY)
- $15,805,516
Income & contributions
- Employer contributions
- $23,325,703
- Participant contributions
- $1,246,091
- Total contributions
- $24,571,794
- Total income / additions
- $26,380,916
Expenses & distributions
- Benefits paid
- $26,489,453
- Administrative expenses
- $895,446
- Total expenses
- $27,384,899
- Net increase / (decrease)
- -$1,003,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Shield Of California | NONE | $160,484 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $120,473 | not reported in the loaded dataset | 2023 |
| Rael And Letson | NONE | $105,695 | not reported in the loaded dataset | 2023 |
| Employee #1 | EMPLOYEE OF AFFIL. TRUST | $83,961 | not reported in the loaded dataset | 2023 |
| United Concordia | NONE | $81,619 | not reported in the loaded dataset | 2023 |
| Mesvision | NONE | $67,331 | not reported in the loaded dataset | 2023 |
| Kraw Law Group, Apc | NONE | $61,330 | not reported in the loaded dataset | 2023 |
| Employee #4 | EMPLOYEE OF AFFIL. TRUST | $60,593 | not reported in the loaded dataset | 2023 |
| Employee #5 | EMPLOYEE OF AFFIL. TRUST | $59,701 | not reported in the loaded dataset | 2023 |
| Employee #3 | EMPLOYEE OF AFFIL. TRUST | $58,549 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $57,124 | not reported in the loaded dataset | 2023 |
| Caliber Networks | NONE | $49,740 | not reported in the loaded dataset | 2023 |
| Employee #2 | EMPLOYEE OF AFFIL. TRUST | $44,154 | not reported in the loaded dataset | 2023 |
| Islip & Co. | NONE | $25,903 | not reported in the loaded dataset | 2023 |
| Withumsmith + Brown, Pc | NONE | $21,435 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | NONE | $0 | $16,348 | 2023 |
| Victor X Bertolani | NONE | $6,589 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, U.A. Local No. 447 Pipe Trades
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Blue Shield Of California — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Rael And Letson — Schedule C compensation
- Employee #1 — Schedule C compensation
- United Concordia — Schedule C compensation
- Mesvision — Schedule C compensation
- Kraw Law Group, Apc — Schedule C compensation
- Employee #4 — Schedule C compensation
- Employee #5 — Schedule C compensation
- Employee #3 — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Caliber Networks — Schedule C compensation
- Employee #2 — Schedule C compensation
- Islip & Co. — Schedule C compensation
- Withumsmith + Brown, Pc — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Victor X Bertolani — Schedule C compensation