2023 Form 5500 filing — Sheet Metal Workers Local 218 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 20250306093103NAL0010090161003) for Sheet Metal Workers Local 218 Welfare Fund, reported by Board Of Trustees Of Sheet Metal Workers Local 218 Hlth & Welf Fund under EIN 43-1656591 and plan number 501. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306093103NAL0010090161003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Sheet Metal Workers Local 218 Hlth & Welf Fund
- EIN
- 43-1656591
- Plan number
- 501
- Location
- Springfield, IL
- Participants
- 439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,302,752
- Total liabilities (EOY)
- $2,171,943
- Net assets (EOY)
- $1,130,809
- Employer contributions
- $5,816,784
- Participant contributions
- $522,014
- Total income / additions
- $6,493,226
- Benefits paid
- $6,065,746
- Administrative expenses
- $247,915
- Total expenses
- $6,313,661
- Net increase / (decrease)
- $179,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health | N/A | $135,087 | $0 |
| Cavanagh & O'Hara | N/A | $37,709 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | N/A | $29,147 | not reported in the loaded dataset |
| Marsh & Mclennan Agency LLC | N/A | $28,800 | not reported in the loaded dataset |
| Sheet Metal Workers 218 Union | AFFILIATED LOCAL OF PLAN | $19,046 | not reported in the loaded dataset |
| Milliman | NONE | $13,500 | not reported in the loaded dataset |
| Data Research Group | NONE | $8,218 | not reported in the loaded dataset |
| Manning & Napier | N/A | $7,371 | $0 |
| United Acturial | NONE | $7,000 | $0 |