2023 Form 5500 filing — Sheet Metal Workers Local No 15 Medical 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 20260311163008NAL0005810640001) for Sheet Metal Workers Local No 15 Medical Fund, reported by Sheet Metal Workers Local No 15 Medical Fund under EIN 59-6158477 and plan number 501. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260311163008NAL0005810640001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local No 15 Medical Fund
- EIN
- 59-6158477
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,840,498
- Total liabilities (EOY)
- $256,108
- Net assets (EOY)
- $1,584,390
- Employer contributions
- $2,583,534
- Participant contributions
- $57,091
- Total income / additions
- $2,707,497
- Benefits paid
- $2,233,935
- Administrative expenses
- $261,785
- Total expenses
- $2,495,720
- Net increase / (decrease)
- $211,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hcc Life Insurance | STOP LOSS PREMIUM | $122,495 | not reported in the loaded dataset |
| Southern Benefits Administrator Inc | PLAN ADMINISTRATOR | $118,200 | not reported in the loaded dataset |
| Umr | PPO SERVICES | $80,933 | not reported in the loaded dataset |
| Gramling & Haya, Cpa'S, Pa | PLAN AUDITOR | $17,500 | not reported in the loaded dataset |
| Southern Benefit Administrators,Inc | PRINTING AND MAILING | $14,412 | not reported in the loaded dataset |
| Southern Benefit Administrator, Inc | ACTURIAL FEES | $9,510 | not reported in the loaded dataset |
| Venable Law Firm, Pa | PLAN ATTORNEY | $9,129 | not reported in the loaded dataset |
| Viveka Health | ESTIMATOR TOOL KIT | $4,486 | not reported in the loaded dataset |
| United Healthcare | DISPUTE RESOLUTION | $599 | not reported in the loaded dataset |
| United Members Insurance | not reported in the loaded dataset | $0 | not reported in the loaded dataset |