2023 Form 5500 filing — Sheet Metal Workers Local 73 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 20250414103352NAL0000725171001) for Sheet Metal Workers Local 73 Welfare Fund, reported by Trustees Of Sheet Metal Workers 73 Welfare Fund under EIN 36-2145881 and plan number 501. It reports 4,031 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414103352NAL0000725171001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Sheet Metal Workers 73 Welfare Fund
- EIN
- 36-2145881
- Plan number
- 501
- Location
- Hillside, IL
- Participants
- 4,031
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,944,292
- Total liabilities (EOY)
- $6,109,811
- Net assets (EOY)
- $95,834,481
- Employer contributions
- $49,318,876
- Participant contributions
- $4,528,742
- Total income / additions
- $64,273,539
- Benefits paid
- $57,182,819
- Administrative expenses
- $3,815,138
- Total expenses
- $60,997,957
- Net increase / (decrease)
- $3,275,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blueshield Of Il | NONE | $1,153,639 | $0 |
| Express Scripts, Inc. | NONE | $1,119,899 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $178,467 | not reported in the loaded dataset |
| Diana Maslanka | EMPLOYEE | $160,484 | not reported in the loaded dataset |
| The Segal Company | NONE | $157,007 | not reported in the loaded dataset |
| Patrick Ludvigsen | PLAN ADMINISTRATOR | $153,619 | not reported in the loaded dataset |
| Bridgeway Benefit Technology | NONE | $139,780 | not reported in the loaded dataset |
| Rose Cassara | EMPLOYEE | $120,583 | not reported in the loaded dataset |
| Tammy Nicolini | EMPLOYEE | $111,626 | not reported in the loaded dataset |
| Alice Priebe | EMPLOYEE | $102,269 | not reported in the loaded dataset |
| Valenz Care | NONE | $100,213 | not reported in the loaded dataset |
| Gregorio, Stec, Klein & Hose | NONE | $95,633 | not reported in the loaded dataset |
| Mary Bonner | EMPLOYEE | $92,898 | not reported in the loaded dataset |
| James Feinberg | EMPLOYEE | $92,494 | not reported in the loaded dataset |
| Janet Newman | EMPLOYEE | $88,254 | not reported in the loaded dataset |
| Delta Dental Of Il | NONE | $83,903 | not reported in the loaded dataset |
| Zelis Payment Holdings | NONE | $71,802 | not reported in the loaded dataset |
| Bond Brothers | NONE | $67,949 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $67,413 | not reported in the loaded dataset |
| Marquette Associates Inc. | NONE | $55,000 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $50,615 | not reported in the loaded dataset |
| Magaly Nava | EMPLOYEE | $43,711 | not reported in the loaded dataset |
| National Investment Services | NONE | $42,609 | not reported in the loaded dataset |
| Rita Gorman | EMPLOYEE | $42,269 | not reported in the loaded dataset |
| Nicole Smith | EMPLOYEE | $41,642 | not reported in the loaded dataset |
| Ntiva, Inc. | NONE | $33,604 | not reported in the loaded dataset |
| Employee Resource Systems, Inc | NONE | $32,384 | not reported in the loaded dataset |
| Trilogy | NONE | $25,000 | not reported in the loaded dataset |
| Eyemed Vision Care | NONE | $20,371 | not reported in the loaded dataset |
| Neuberger Berman Inv. Advisors | NONE | $17,564 | $0 |
| Bmo Harris | NONE | $16,983 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $14,228 | not reported in the loaded dataset |
| Datamation Imaging Services | NONE | $13,500 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $13,396 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $10,951 | not reported in the loaded dataset |
| Richard J Wolf And Co | NONE | $9,654 | not reported in the loaded dataset |
| Business Telephone Systems Inc. | NONE | $8,054 | not reported in the loaded dataset |
| Group Administrators, Ltd | NONE | $7,683 | $0 |