2023 Form 5500 filing — Sheet Metal Workers Local No 63 Health And Welfare 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 20241015163940NAL0050492192001) for Sheet Metal Workers Local No 63 Health And Welfare Fund, reported by Sheet Metal Workers Local No 63 Health And Welfare Fund under EIN 04-6116422 and plan number 501. It reports 384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163940NAL0050492192001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local No 63 Health And Welfare Fund
- EIN
- 04-6116422
- Plan number
- 501
- Location
- Springfield, MA
- Participants
- 384
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,221,766
- Net assets (EOY)
- $4,221,766
- Employer contributions
- $5,575,103
- Participant contributions
- $476,484
- Total income / additions
- $6,346,404
- Benefits paid
- $6,399,451
- Administrative expenses
- $723,999
- Total expenses
- $7,123,450
- Net increase / (decrease)
- -$777,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $282,920 | not reported in the loaded dataset |
| Elaine Lafleur | EMPLOYEE | $81,918 | not reported in the loaded dataset |
| Saveon | NONE | $77,850 | not reported in the loaded dataset |
| Foley Connelly | NONE | $30,000 | not reported in the loaded dataset |
| Krakow, Souris And Landry | NONE | $29,575 | not reported in the loaded dataset |
| Lapier, Dillon And Associates Pc | NONE | $16,910 | not reported in the loaded dataset |
| Modern Assistance | NONE | $15,788 | not reported in the loaded dataset |
| Aje Financial | NONE | $13,244 | not reported in the loaded dataset |
| Compudat Systems | NONE | $10,900 | not reported in the loaded dataset |
| Cybersystems | NONE | $6,588 | not reported in the loaded dataset |