2023 Form 5500 filing — Colorado Sheet Metal Workers' Local 9 Family Health Plan
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 20241010101631NAL0011366947005) for Colorado Sheet Metal Workers' Local 9 Family Health Plan, reported by Board Of Trustees Of Co Sheet Metal Workers' Local 9 Family Health Pla under EIN 84-6029106 and plan number 501. It reports 1,023 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010101631NAL0011366947005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Co Sheet Metal Workers' Local 9 Family Health Pla
- EIN
- 84-6029106
- Plan number
- 501
- Location
- Denver, CO
- Participants
- 1,023
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,098,636
- Total liabilities (EOY)
- $2,487,883
- Net assets (EOY)
- $10,610,753
- Employer contributions
- $17,792,814
- Participant contributions
- $493,093
- Total income / additions
- $20,149,697
- Benefits paid
- $16,760,873
- Administrative expenses
- $607,855
- Total expenses
- $17,368,728
- Net increase / (decrease)
- $2,780,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sav-Rx Prescription Services | NONE | $2,029,350 | not reported in the loaded dataset |
| Umr, Inc. | NONE | $434,100 | $10,310 |
| Slevin & Hart, P.C. | NONE | $174,909 | not reported in the loaded dataset |
| Rehn & Associates | NONE | $158,139 | not reported in the loaded dataset |
| Rael & Letson, Inc. | NONE | $96,344 | not reported in the loaded dataset |
| Sheet Metal Workers Local No. 9 | RELATED UNION | $75,718 | not reported in the loaded dataset |
| Delta Dental Of Colorado | NONE | $46,560 | not reported in the loaded dataset |
| Mines And Associates | NONE | $36,929 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $34,433 | not reported in the loaded dataset |
| Transcarent | NONE | $17,072 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $9,000 | not reported in the loaded dataset |