Sheet Metal Workers National Health Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Sheet Metal Workers National Health Fund (EIN 52-1466749) is a plan sponsor located in Goodletsville, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1466749
Location
Goodletsville, TN
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$57,307,376
Total reported liabilities (EOY)
$7,415,109
Total reported net assets (EOY)
$49,892,267

Contributions & income

Employer contributions
$61,405,331
Participant contributions
$674,606
Total income / additions
$66,577,198

Expenses & distributions

Benefits paid / distributions
$51,168,232
Total expenses
$54,147,700
Net increase / (decrease)
$12,429,498

Coverage

Total reported participants
3,443
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sheet Metal Workers National Health Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sheet Metal Workers National Health Fund5013,443$57,307,3762023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sheet Metal Workers National Health Fund
YearPlanParticipantsSchedulesFiling
2023Sheet Metal Workers National Health Fund3,443H, C20241007214844NAL0033092914001

Related Form 5500 pages