2023 Form 5500 filing — Sheet Metal Workers Local 83 Insurance 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 20241015133415NAL0056395186002) for Sheet Metal Workers Local 83 Insurance Fund, reported by Trustees Insurance Fund Local 83 under EIN 14-1435258 and plan number 501. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133415NAL0056395186002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Insurance Fund Local 83
- EIN
- 14-1435258
- Plan number
- 501
- Location
- Clifton Park, NY
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,672,504
- Total liabilities (EOY)
- $771,525
- Net assets (EOY)
- $17,900,979
- Employer contributions
- $5,166,675
- Participant contributions
- $751,957
- Total income / additions
- $7,272,239
- Benefits paid
- $5,010,755
- Administrative expenses
- $561,999
- Total expenses
- $5,572,754
- Net increase / (decrease)
- $1,699,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $90,438 | $0 |
| Healthnow Administrative Services | NONE | $88,169 | not reported in the loaded dataset |
| Jaeger & Flynn Associates | NONE | $76,042 | not reported in the loaded dataset |
| Teal, Becker & Chiaramonte Cpas | NONE | $41,500 | not reported in the loaded dataset |
| Bpas Actuarial And Pension Service | NONE | $23,400 | not reported in the loaded dataset |
| James M. Sheppard, Cpa | NONE | $21,380 | not reported in the loaded dataset |
| Delta Dental Of New York, Inc. | NONE | $18,136 | not reported in the loaded dataset |
| Right Rx, LLC D/B/A Us-Rx Care | NONE | $11,708 | not reported in the loaded dataset |
| Pozefsky, Bramley & Murphy | NONE | $11,500 | not reported in the loaded dataset |