2023 Form 5500 filing — International Association Of Sheet Metal, Air, Rail And Transportation Workers (Smart) Local No. 36 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 20241015133417NAL0016501379003) for International Association Of Sheet Metal, Air, Rail And Transportation Workers (Smart) Local No. 36 Welfare Plan, reported by Board Of Trustees Of Smart Local Union No. 36 Welfare Plan under EIN 43-0681778 and plan number 501. It reports 1,548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133417NAL0016501379003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Smart Local Union No. 36 Welfare Plan
- EIN
- 43-0681778
- Plan number
- 501
- Location
- St. Louis, MO
- Participants
- 1,548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,536,951
- Total liabilities (EOY)
- $3,162,424
- Net assets (EOY)
- $57,374,527
- Employer contributions
- $25,645,075
- Participant contributions
- $4,743,839
- Total income / additions
- $37,028,868
- Benefits paid
- $31,543,033
- Administrative expenses
- $1,715,947
- Total expenses
- $33,258,980
- Net increase / (decrease)
- $3,769,888
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health | NONE | $386,108 | $0 |
| Meritain Health | NONE | $158,852 | not reported in the loaded dataset |
| Mary Beth Cyliax | EMPLOYEE | $140,038 | not reported in the loaded dataset |
| Diane Rosso | EMPLOYEE | $110,077 | not reported in the loaded dataset |
| Joanna Clayton | EMPLOYEE | $109,193 | not reported in the loaded dataset |
| Lynne Schreiber | EMPLOYEE | $108,855 | not reported in the loaded dataset |
| Judith Mitchell | EMPLOYEE/ADMINISTRATOR | $106,001 | not reported in the loaded dataset |
| Cynthia Foster | EMPLOYEE | $96,407 | not reported in the loaded dataset |
| Byrne Software Technologies | NONE | $91,887 | not reported in the loaded dataset |
| Delta Dental Of Missouri | NONE | $82,674 | not reported in the loaded dataset |
| Michelle Hagermann | EMPLOYEE | $74,310 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $68,165 | not reported in the loaded dataset |
| Breanna Fitzhenry | EMPLOYEE | $61,535 | not reported in the loaded dataset |
| Evelyn Dunajcik | EMPLOYEE | $59,012 | not reported in the loaded dataset |
| Preferred Resource Network Inc | NONE | $56,394 | not reported in the loaded dataset |
| Joanna Ham | EMPLOYEE | $56,390 | not reported in the loaded dataset |
| Change Health Care | NONE | $54,932 | not reported in the loaded dataset |
| Marsh & Mclennan | NONE | $51,000 | not reported in the loaded dataset |
| Catherine Dobrynski | EMPLOYEE | $50,754 | not reported in the loaded dataset |
| Rockwood Capital Advisors | NONE | $47,988 | not reported in the loaded dataset |
| Amwins Group Benefits LLC | NONE | $41,721 | not reported in the loaded dataset |
| Amy Jo Wood | EMPLOYEE | $40,903 | not reported in the loaded dataset |
| Schuchat, Cook & Werner | NONE | $34,289 | not reported in the loaded dataset |
| Systems Design Associates | NONE | $23,454 | not reported in the loaded dataset |
| Marquette Associates | NONE | $13,000 | not reported in the loaded dataset |
| Conner Ash Pc | NONE | $12,254 | not reported in the loaded dataset |
| Ekon Benefits | NONE | $11,824 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $9,711 | $0 |
| Gfi Digital Inc | NONE | $7,616 | not reported in the loaded dataset |
| Web Connectivity LLC | NONE | $6,765 | not reported in the loaded dataset |