2023 Form 5500 filing — Local 33 Supplemental Retiree Health 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 20241011070655NAL0021465441001) for Local 33 Supplemental Retiree Health Fund, reported by Sheet Metal Workers Local 33 Supplemental Retiree Health Fund under EIN 20-6576932 and plan number 501. It reports 693 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011070655NAL0021465441001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local 33 Supplemental Retiree Health Fund
- EIN
- 20-6576932
- Plan number
- 501
- Location
- Parma, OH
- Participants
- 693
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,083,541
- Total liabilities (EOY)
- $3,387
- Net assets (EOY)
- $2,080,154
- Employer contributions
- $78,523
- Total income / additions
- $207,157
- Benefits paid
- $64,412
- Administrative expenses
- $46,469
- Total expenses
- $110,881
- Net increase / (decrease)
- $96,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $12,390 | $0 |
| Allotta Farley | NONE | $11,491 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $9,450 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $9,300 | not reported in the loaded dataset |