2023 Form 5500 filing — Sheet Metal Workers Local Union 88 Retiree 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 20241015162349NAL0030329121003) for Sheet Metal Workers Local Union 88 Retiree Health, reported by Board Of Trustees under EIN 52-2445383 and plan number 501. It reports 1,124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162349NAL0030329121003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees
- EIN
- 52-2445383
- Plan number
- 501
- Location
- Las Vegas, NV
- Participants
- 1,124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,929,827
- Total liabilities (EOY)
- $620,599
- Net assets (EOY)
- $5,309,228
- Employer contributions
- $2,315,981
- Total income / additions
- $2,694,194
- Benefits paid
- $1,021,144
- Administrative expenses
- $187,112
- Total expenses
- $1,208,256
- Net increase / (decrease)
- $1,485,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $73,457 | not reported in the loaded dataset |
| Rubinbrown Llp | NONE | $47,270 | not reported in the loaded dataset |
| Novara Tesija Cantenacci, Pllc | NONE | $36,568 | not reported in the loaded dataset |
| Verus Advisory, Inc | NONE | $8,200 | not reported in the loaded dataset |