2023 Form 5500 filing — Sheet Metal Workers Local #58 Welfare Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004152918NAL0006805827002) for Sheet Metal Workers Local #58 Welfare Fund, reported by Board Of Trustees Sheet Metal Workers Local 58 Welfare Fund under EIN 15-0564137 and plan number 501. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004152918NAL0006805827002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local 58 Welfare Fund
- EIN
- 15-0564137
- Plan number
- 501
- Location
- East Syracuse, NY
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,107,864
- Total liabilities (EOY)
- $101,637
- Net assets (EOY)
- $5,006,227
- Employer contributions
- $2,122,019
- Participant contributions
- $27,424
- Total income / additions
- $2,609,677
- Benefits paid
- $1,609,248
- Administrative expenses
- $308,013
- Total expenses
- $1,917,261
- Net increase / (decrease)
- $692,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Joanne Swidowski | NONE | $50,137 | not reported in the loaded dataset |
| Bailey Poworoznek | NONE | $50,111 | not reported in the loaded dataset |
| Candace Grell | NONE | $40,917 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $37,411 | not reported in the loaded dataset |
| Brenda Mcmurray | NONE | $35,705 | not reported in the loaded dataset |
| Kbm Mgt Inc | NONE | $27,500 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $20,080 | not reported in the loaded dataset |
| Darcangelo & Co Llp | NONE | $11,500 | not reported in the loaded dataset |
| Pro Act, Inc | NONE | $8,808 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $5,900 | not reported in the loaded dataset |