2023 Form 5500 filing — Sheet Metal Workers Local Union No 20 Welfare And
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 20241009121535NAL0032603552003) for Sheet Metal Workers Local Union No 20 Welfare And, reported by Trustees Sheet Metal Workers Local Union No 20 Welfare & Benefit Fund under EIN 35-6028684 and plan number 501. It reports 3,813 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009121535NAL0032603552003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Sheet Metal Workers Local Union No 20 Welfare & Benefit Fund
- EIN
- 35-6028684
- Plan number
- 501
- Location
- Indianapolis, IN
- Participants
- 3,813
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $155,740,346
- Total liabilities (EOY)
- $10,335,803
- Net assets (EOY)
- $145,404,543
- Employer contributions
- $51,655,455
- Participant contributions
- $6,854,320
- Total income / additions
- $77,309,287
- Benefits paid
- $60,117,347
- Administrative expenses
- $1,124,185
- Total expenses
- $61,241,532
- Net increase / (decrease)
- $16,067,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $1,409,677 | $0 |
| Nat'L Employee Benefits Admin-Neba | NONE | $400,668 | $163,200 |
| Costco Health Solutions | NONE | $299,655 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | NONE | $215,728 | not reported in the loaded dataset |
| Delta Dental Plan Of Indiana | NONE | $115,852 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $92,949 | $0 |
| Medexpert International, Inc. | NONE | $91,039 | not reported in the loaded dataset |
| Sonya Howard | EMPLOYEE | $89,702 | not reported in the loaded dataset |
| Cynthia Pitman | FORMER EMPLOYEE | $80,396 | not reported in the loaded dataset |
| Segal | NONE | $70,912 | not reported in the loaded dataset |
| Ledbetter Partners, LLC | NONE | $62,687 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $62,599 | not reported in the loaded dataset |
| Amanda Keller | EMPLOYEE | $53,843 | not reported in the loaded dataset |
| Hazel Compton | FORMER EMPLOYEE | $51,461 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $48,000 | not reported in the loaded dataset |
| Arielle Martin | EMPLOYEE | $41,450 | not reported in the loaded dataset |
| Kmr Systems | NONE | $28,353 | not reported in the loaded dataset |
| Ez Mailing, LLC | NONE | $16,657 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $16,391 | not reported in the loaded dataset |