2023 Form 5500 filing — Sheet Metal Workers Local Union No. 4 Health And Welfare 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 20241012133006NAL0011770467001) for Sheet Metal Workers Local Union No. 4 Health And Welfare Plan, reported by Sheet Metal Workers Local No. 4 Health And Welfare Fund under EIN 62-0676288 and plan number 501. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012133006NAL0011770467001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local No. 4 Health And Welfare Fund
- EIN
- 62-0676288
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,568,191
- Total liabilities (EOY)
- $975,369
- Net assets (EOY)
- $5,592,822
- Employer contributions
- $5,318,821
- Participant contributions
- $547,387
- Total income / additions
- $6,461,376
- Benefits paid
- $3,990,191
- Administrative expenses
- $348,014
- Total expenses
- $4,338,205
- Net increase / (decrease)
- $2,123,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare | NONE | $163,453 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $109,000 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $14,100 | not reported in the loaded dataset |
| Standard Valuations, Inc. | NONE | $12,250 | not reported in the loaded dataset |
| Godwin, Morris, Laurenzi, Bloomfiel | NONE | $10,800 | not reported in the loaded dataset |
| U.S. Bank National Association | not reported in the loaded dataset | $1,120 | $0 |
| Money Market And Mutual Funds | NONE | $0 | $0 |