2023 Form 5500 filing — Sheet Metal, Air, Rail Transportation No.27 Health
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 20241014183107NAL0047166784001) for Sheet Metal, Air, Rail Transportation No.27 Health, reported by Smart Local 27 Health And Welfare Fund Trustees under EIN 22-1538529 and plan number 501. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014183107NAL0047166784001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Smart Local 27 Health And Welfare Fund Trustees
- EIN
- 22-1538529
- Plan number
- 501
- Location
- Farmingdale, NJ
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,606,665
- Total liabilities (EOY)
- $1,130,649
- Net assets (EOY)
- $11,476,016
- Employer contributions
- $10,821,945
- Participant contributions
- $275,629
- Total income / additions
- $12,316,809
- Benefits paid
- $10,170,152
- Administrative expenses
- $712,285
- Total expenses
- $10,882,437
- Net increase / (decrease)
- $1,434,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | NONE | $421,267 | not reported in the loaded dataset |
| Acrisure LLC | NONE | $0 | $193,345 |
| Lisa Jobbers | EMPLOYEE | $65,206 | not reported in the loaded dataset |
| Mspc Certified Public Accountants | NONE | $42,000 | not reported in the loaded dataset |
| Dyan Mcgovern | EMPLOYEE | $39,375 | not reported in the loaded dataset |
| Bmi Audit Services | NONE | $32,671 | not reported in the loaded dataset |
| Sheet Metal Workers Local Union 27 | RELATED FUND | $32,500 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $32,225 | not reported in the loaded dataset |
| O'Brien Belland & Bushinsky LLC | NONE | $20,586 | not reported in the loaded dataset |
| Captrust | NONE | $20,475 | not reported in the loaded dataset |
| Allied Trades Assistance Program | NONE | $11,804 | not reported in the loaded dataset |
| Convexserv Technology Solutions LLC | NONE | $10,040 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $7,369 | not reported in the loaded dataset |