2023 Form 5500 filing — Sheet Metal Workers Local No. 12 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 20241009130559NAL0032702864001) for Sheet Metal Workers Local No. 12 Welfare Fund, reported by Bd Of Trustees Sheet Metal Workers Local No. 12 Welfare Fund under EIN 25-0994888 and plan number 501. It reports 1,392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009130559NAL0032702864001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Sheet Metal Workers Local No. 12 Welfare Fund
- EIN
- 25-0994888
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 1,392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,348,605
- Total liabilities (EOY)
- $3,614,187
- Net assets (EOY)
- $37,734,418
- Employer contributions
- $16,620,195
- Participant contributions
- $2,316,462
- Total income / additions
- $22,619,517
- Benefits paid
- $20,012,858
- Administrative expenses
- $445,920
- Total expenses
- $20,458,778
- Net increase / (decrease)
- $2,160,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark | NONE | $774,081 | $0 |
| Central Data Services | NONE | $240,395 | not reported in the loaded dataset |
| The Segal Company | NONE | $51,893 | $54,300 |
| United Concordia Companies, Inc. | NONE | $64,296 | not reported in the loaded dataset |
| Rxbenefits, Inc. | NONE | $48,631 | not reported in the loaded dataset |
| Gridiron Partners, LLC | NONE | $28,311 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $27,200 | not reported in the loaded dataset |
| Andco Consulting, LLC | NONE | $25,000 | not reported in the loaded dataset |
| Pnc Bank | NONE | $16,496 | $0 |
| Jubelirer, Pass & Intrieri | NONE | $12,175 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $2,923 | not reported in the loaded dataset |