2023 Form 5500 filing — Sheet Metal Workers Local 44 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 20241009151220NAL0037472194001) for Sheet Metal Workers Local 44 Welfare Fund, reported by Trustees Of The Sheet Metal Workers Local 44 under EIN 23-2143139 and plan number 501. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009151220NAL0037472194001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Sheet Metal Workers Local 44
- EIN
- 23-2143139
- Plan number
- 501
- Location
- Wilkes Barre, PA
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,685,886
- Total liabilities (EOY)
- $95,855
- Net assets (EOY)
- $2,590,031
- Employer contributions
- $3,980,265
- Participant contributions
- $463,964
- Total income / additions
- $4,592,229
- Benefits paid
- $3,540,988
- Administrative expenses
- $257,846
- Total expenses
- $3,798,834
- Net increase / (decrease)
- $793,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark Inc | NONE | $62,726 | not reported in the loaded dataset |
| Lawrence C Musgrove Associates | NONE | $33,000 | not reported in the loaded dataset |
| Guardian Life Insurance Company | NONE | $17,186 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $13,050 | not reported in the loaded dataset |
| Alan Ross & Company Pc | NONE | $10,925 | not reported in the loaded dataset |
| Foster & Foster | NONE | $6,975 | not reported in the loaded dataset |