2023 Form 5500 filing — Sheet Metal Workers' 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 20241010193718NAL0011858307002) for Sheet Metal Workers' Health Plan, reported by Trustees Of Sheet Metal Workers' Health Plan under EIN 20-3804404 and plan number 501. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010193718NAL0011858307002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Sheet Metal Workers' Health Plan
- EIN
- 20-3804404
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,230,819
- Total liabilities (EOY)
- $572,571
- Net assets (EOY)
- $20,658,248
- Employer contributions
- $4,315,624
- Total income / additions
- $6,248,673
- Benefits paid
- $3,524,981
- Administrative expenses
- $233,719
- Total expenses
- $3,758,700
- Net increase / (decrease)
- $2,489,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators Inc | NONE | $144,000 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Co | NONE | $103,356 | $0 |
| Mooney, Green, Saindon Murphy&Welch | NONE | $25,952 | not reported in the loaded dataset |
| Delta Dental Of The D.C. Of Columbi | NONE | $23,981 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $19,814 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $18,865 | not reported in the loaded dataset |
| Telemedicine Management, Inc | NONE | $11,450 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $10,075 | not reported in the loaded dataset |