Plumbers & Steamfitters Managed Health Care Plan — Form 5500 plan (Board Of Trustees Plumbers & Steamfitters Managed Health Care Pl)
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 & Steamfitters Managed Health Care Plan is a benefit plan reported by Board Of Trustees Plumbers & Steamfitters Managed Health Care Pl under EIN 94-3203548 and plan number 501. The latest loaded filing year is 2023. The filing reports 377 participants and $14,547,105 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Plumbers & Steamfitters Managed Health Care Pl
- EIN
- 94-3203548
- Plan number
- 501
- Plan type
- 1
- Location
- Vacaville, CA
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $14,547,105
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20250415124601NAL0005611824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,547,105
- Total liabilities (EOY)
- $40,745
- Net assets (EOY)
- $14,506,360
- Net assets (BOY)
- $13,976,920
Income & contributions
- Employer contributions
- $7,036,565
- Participant contributions
- $531,582
- Total contributions
- $7,568,147
- Total income / additions
- $8,447,334
Expenses & distributions
- Benefits paid
- $7,241,259
- Administrative expenses
- $676,635
- Total expenses
- $7,917,894
- Net increase / (decrease)
- $529,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ua Local 343 | NONE | $104,964 | not reported in the loaded dataset | 2023 |
| Ryan Mccall | EMPLOYEE | $85,353 | not reported in the loaded dataset | 2023 |
| Calvin Gin | EMPLOYEE | $81,069 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $71,873 | not reported in the loaded dataset | 2023 |
| Paula Harris | EMPLOYEE | $64,552 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $36,700 | not reported in the loaded dataset | 2023 |
| Kraw Law Group, Apc | NONE | $28,331 | not reported in the loaded dataset | 2023 |
| Heather Clanton | NONE | $18,688 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $18,542 | not reported in the loaded dataset | 2023 |
| Pace Software Systems | NONE | $7,673 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $5,957 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Plumbers & Steamfitters Managed Health Care Pl
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Vacaville, CA
- Ua Local 343 — Schedule C compensation
- Ryan Mccall — Schedule C compensation
- Calvin Gin — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Paula Harris — Schedule C compensation
- Nwps — Schedule C compensation
- Kraw Law Group, Apc — Schedule C compensation
- Heather Clanton — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Pace Software Systems — Schedule C compensation
- Us Bank — Schedule C compensation