2023 Form 5500 filing — Sheet Metal Workers Local 46 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 20250404140936NAL0019586064001) for Sheet Metal Workers Local 46 Health Fund, reported by Sheet Metal Workers Local 46 Health Fund Board Of Trustees under EIN 16-0760551 and plan number 501. It reports 459 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404140936NAL0019586064001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local 46 Health Fund Board Of Trustees
- EIN
- 16-0760551
- Plan number
- 501
- Location
- Rochester, NY
- Participants
- 459
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,732,866
- Total liabilities (EOY)
- $661,588
- Net assets (EOY)
- $12,071,278
- Employer contributions
- $7,144,006
- Participant contributions
- $692,516
- Total income / additions
- $8,682,412
- Benefits paid
- $6,373,849
- Administrative expenses
- $1,003,561
- Total expenses
- $7,377,410
- Net increase / (decrease)
- $1,305,002
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Envision Pharmaceutical Services | THIRD PARTY ADMINISTRATOR | $76,266 | not reported in the loaded dataset |
| Blitman & King | NONE | $67,039 | not reported in the loaded dataset |
| Bonadio & Co. Llp | NONE | $63,766 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc. | NONE | $60,000 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $54,770 | not reported in the loaded dataset |
| Melanie Cammileri | EMPLOYEE | $43,040 | not reported in the loaded dataset |
| Local 46 Smw Buildg Corp | RELATED ENTITY | $41,236 | not reported in the loaded dataset |
| Stacey Walker | EMPLOYEE | $33,928 | not reported in the loaded dataset |
| Kelly Webster | EMPLOYEE | $22,000 | not reported in the loaded dataset |
| Sharon Chaplain | EMPLOYEE | $19,392 | not reported in the loaded dataset |
| Lifetime Benefit Solutions | THIRD PARTY ADMINISTRATOR | $18,700 | not reported in the loaded dataset |
| Manning & Napier Advisors, Inc. | INVESTMENT MANAGER | $16,872 | not reported in the loaded dataset |
| Mindy Laclair | EMPLOYEE | $15,576 | not reported in the loaded dataset |
| Entre Computer Services | NONE | $13,588 | not reported in the loaded dataset |
| The Segal Co. | NONE | $12,945 | not reported in the loaded dataset |
| Jennifer Hoppin-Bingo | EMPLOYEE | $11,243 | not reported in the loaded dataset |
| Karpus | INVESTMENT MANAGER | $7,827 | not reported in the loaded dataset |