2023 Form 5500 filing — Sheet Metal Workers Health Fund Of Local Union No. 19
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 20250217173848NAL0002257233001) for Sheet Metal Workers Health Fund Of Local Union No. 19, reported by Sheet Metal Workers Health Fund Of Local Union No19 under EIN 23-1324693 and plan number 501. It reports 3,296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217173848NAL0002257233001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Health Fund Of Local Union No19
- EIN
- 23-1324693
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 3,296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,423,495
- Total liabilities (EOY)
- $15,101,089
- Net assets (EOY)
- $20,322,406
- Employer contributions
- $48,863,694
- Participant contributions
- $7,032,195
- Total income / additions
- $56,301,756
- Benefits paid
- $63,776,511
- Administrative expenses
- $1,722,773
- Total expenses
- $65,499,284
- Net increase / (decrease)
- -$9,197,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independence Blue Cross | NONE | $1,478,074 | not reported in the loaded dataset |
| Sheet Metal Workers Loc,#19 Pension | RELATED PARTY | $1,263,216 | not reported in the loaded dataset |
| Labor First LLC | NONE | $613,677 | not reported in the loaded dataset |
| Guardian Nurses | NONE | $442,902 | not reported in the loaded dataset |
| Benecard Services Inc | NONE | $282,836 | not reported in the loaded dataset |
| Delta Dental Of Pennsylvania | NONE | $116,198 | not reported in the loaded dataset |
| Conner Strong & Buckelew Companies | NONE | $111,000 | not reported in the loaded dataset |
| Total Care Network, Inc. | NONE | $84,164 | not reported in the loaded dataset |
| Boyd Watterson Asset Mgmt LLC | NONE | $76,115 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $10,865 | $50,468 |
| Chartwell Investment Partners | NONE | $59,129 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $39,025 | $5,076 |
| Spear Wilderman,Pc | NONE | $36,121 | $2,282 |
| Susanin,Widman & Brennan, Pc | NONE | $32,782 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $32,500 | not reported in the loaded dataset |
| Delaware Valley Healthcare Coalitio | NONE | $0 | $21,897 |
| Allied Trades Assistance Program | not reported in the loaded dataset | $18,313 | not reported in the loaded dataset |
| National Vision Administrators | NONE | $17,903 | not reported in the loaded dataset |
| Td Bank, N.A. | NONE | $17,424 | not reported in the loaded dataset |
| Principal Financial Group, Inc. | NONE | $7,835 | $0 |
| Kennedy Printing Company Inc | NONE | $7,101 | not reported in the loaded dataset |