2023 Form 5500 filing — Sheet Metal Workers Local No. 110 Health 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 20241015160024NAL0016822467006) for Sheet Metal Workers Local No. 110 Health Fund, reported by Board Of Trustees-Sheet Metal Local 110 Health Fund under EIN 55-0711972 and plan number 501. It reports 806 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015160024NAL0016822467006
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees-Sheet Metal Local 110 Health Fund
EIN
55-0711972
Plan number
501
Location
Goodletsville, TN
Participants
806
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,917,946
Total liabilities (EOY)
$422,742
Net assets (EOY)
$17,495,204
Employer contributions
$13,538,452
Participant contributions
$1,461,898
Total income / additions
$16,528,163
Benefits paid
$15,142,558
Administrative expenses
$425,405
Total expenses
$15,567,963
Net increase / (decrease)
$960,200
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Southern Benefit AdministratorsCONTRACT ADMINISTRATOR$165,000not reported in the loaded dataset
Bms LLCHRA ADMINISTRATOR$70,475not reported in the loaded dataset
Zenith American SolutionsCONTRACT ADMINISTRATOR$24,375not reported in the loaded dataset
Standard Valuation, Inc.INVESTMENT CONSULTANT$24,125not reported in the loaded dataset
Wayne & AssociatesINSURANCE/CONSULTING$24,056not reported in the loaded dataset
Manning And NapierINVESTMENT MANAGER$21,045not reported in the loaded dataset
Ledbetter Partners LLCATTORNEY$19,084not reported in the loaded dataset
Cs Mckee LpINVESTMENT MANAGER$15,829not reported in the loaded dataset
Frank N Hestand Cpa PscAUDITORS$9,184not reported in the loaded dataset
United Actuarial Services Inc.ACTUARY$7,300not reported in the loaded dataset
Fifth Third BankCUSTODIAN$5,954not reported in the loaded dataset

Related Form 5500 pages