2023 Form 5500 filing — Sheet Metal Workers' Local No. 40 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 20241015200516NAL0029562033001) for Sheet Metal Workers' Local No. 40 Health Fund, reported by Board Of Trustees Sheet Metal Workers' Local No. 40 Health Fund under EIN 06-1013879 and plan number 501. It reports 467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200516NAL0029562033001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Sheet Metal Workers' Local No. 40 Health Fund
- EIN
- 06-1013879
- Plan number
- 501
- Location
- New York, NY
- Participants
- 467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,404,573
- Total liabilities (EOY)
- $476,861
- Net assets (EOY)
- $3,927,712
- Employer contributions
- $7,198,205
- Participant contributions
- $660,416
- Total income / additions
- $8,345,764
- Benefits paid
- $6,550,858
- Administrative expenses
- $870,995
- Total expenses
- $7,421,853
- Net increase / (decrease)
- $923,911
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $219,448 | not reported in the loaded dataset |
| Payer Matrix | NONE | $213,501 | not reported in the loaded dataset |
| Anthem Health Plans, Inc. | NONE | $182,832 | not reported in the loaded dataset |
| Labor First | NONE | $72,797 | not reported in the loaded dataset |
| Brown & Brown Of Ct, Inc. | NONE | $44,000 | not reported in the loaded dataset |
| Reid & Riege, Pc | NONE | $42,150 | not reported in the loaded dataset |
| Novak Francella. LLC | NONE | $30,938 | not reported in the loaded dataset |
| Delta Dental | NONE | $11,185 | not reported in the loaded dataset |
| Lhv Employee Assistance Program | NONE | $7,995 | not reported in the loaded dataset |
| Robert M Cheverie & Assoc Pc | NONE | $6,499 | not reported in the loaded dataset |