2023 Form 5500 filing — Cedar Rapids Sheet Metal Workers Local 263 Health & 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 20241012151838NAL0013439475002) for Cedar Rapids Sheet Metal Workers Local 263 Health & Welfare Fund, reported by Board Of Trustees Of The Cedar Rapids Sheet Metal Workers Local 263 He under EIN 42-6498548 and plan number 501. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012151838NAL0013439475002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Cedar Rapids Sheet Metal Workers Local 263 He
- EIN
- 42-6498548
- Plan number
- 501
- Location
- Cedar Rapids, IA
- Participants
- 423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,019,517
- Total liabilities (EOY)
- $706,989
- Net assets (EOY)
- $3,312,528
- Employer contributions
- $7,285,391
- Participant contributions
- $79,275
- Total income / additions
- $7,529,050
- Benefits paid
- $6,170,250
- Administrative expenses
- $782,355
- Total expenses
- $6,952,605
- Net increase / (decrease)
- $576,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Management Group Inc. | NONE | $165,000 | not reported in the loaded dataset |
| Fox Rothschild, Llp | NONE | $40,000 | not reported in the loaded dataset |
| James Gallery & Associates | NONE | $32,400 | not reported in the loaded dataset |
| Uhy, Llp | NONE | $22,600 | not reported in the loaded dataset |
| Bradley Hauge, Cpa | NONE | $14,725 | not reported in the loaded dataset |
| Cedar Rapids Bank & Trust | NONE | $10,260 | not reported in the loaded dataset |