2023 Form 5500 filing — Arizona Sheet Metal Trade Trust 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 20250714190428NAL0002227952001) for Arizona Sheet Metal Trade Trust Fund, reported by Board Of Trustees Arizona Sheet Metal under EIN 86-6025729 and plan number 501. It reports 954 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714190428NAL0002227952001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Arizona Sheet Metal
- EIN
- 86-6025729
- Plan number
- 501
- Location
- Phoenix, AZ
- Participants
- 954
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,203,066
- Total liabilities (EOY)
- $7,443,708
- Net assets (EOY)
- $26,759,358
- Employer contributions
- $18,396,699
- Participant contributions
- $145,836
- Total income / additions
- $22,566,841
- Benefits paid
- $13,556,139
- Administrative expenses
- $1,078,283
- Total expenses
- $14,634,422
- Net increase / (decrease)
- $7,932,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southwest Service Administrators | NONE | $360,362 | not reported in the loaded dataset |
| Blue Cross Blue Shield | NONE | $263,112 | not reported in the loaded dataset |
| Greenlight Management | NONE | $112,827 | not reported in the loaded dataset |
| The Segal Company | NONE | $63,554 | not reported in the loaded dataset |
| Delta Dental Plan | NONE | $62,847 | not reported in the loaded dataset |
| Alan Biller & Associates | NONE | $50,719 | not reported in the loaded dataset |
| Elixir Rx Solutions | NONE | $44,435 | not reported in the loaded dataset |
| The Kelley Law Group | NONE | $35,123 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE | $25,819 | not reported in the loaded dataset |
| Md Sass | NONE | $22,835 | not reported in the loaded dataset |
| Us Bank | NONE | $16,722 | not reported in the loaded dataset |
| American Health Group Inc | NONE | $10,120 | not reported in the loaded dataset |
| Fontana Lithograph Inc | NONE | $8,142 | not reported in the loaded dataset |
| Letterstream | NONE | $7,378 | not reported in the loaded dataset |