2023 Form 5500 filing — Sheet Metal Workers Local Union No 48 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 20241014100012NAL0026971713009) for Sheet Metal Workers Local Union No 48 Welfare Fund, reported by Board Of Trustees Of The Sheet Metal Workers Local Union No 48 Wf under EIN 63-0713360 and plan number 501. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100012NAL0026971713009
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Sheet Metal Workers Local Union No 48 Wf
- EIN
- 63-0713360
- Plan number
- 501
- Location
- Birmingham, AL
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,995,799
- Total liabilities (EOY)
- $70,246
- Net assets (EOY)
- $4,925,553
- Employer contributions
- $3,032,125
- Participant contributions
- $48,527
- Total income / additions
- $3,690,753
- Benefits paid
- $2,929,954
- Administrative expenses
- $400,693
- Total expenses
- $3,330,647
- Net increase / (decrease)
- $360,106
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $203,824 | not reported in the loaded dataset |
| Southern Benefit Administrator, Inc | NONE | $84,048 | not reported in the loaded dataset |
| Bha Consulting LLC | NONE | $30,888 | not reported in the loaded dataset |
| Rxbenefits | NONE | $17,917 | not reported in the loaded dataset |
| Pnc Asset Management | NONE | $16,688 | not reported in the loaded dataset |
| Potter, Bryant & Moore, P.C. | NONE | $13,750 | not reported in the loaded dataset |
| Quinn Connor Weaver Davies & Rouco | NONE | $11,570 | not reported in the loaded dataset |