Sheet Metal Workers Local No 63 Health And Welfare Fund — Form 5500 plan (Sheet Metal Workers Local No 63 Health And Welfare Fund)
Plain-English plan 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, Sheet Metal Workers Local No 63 Health And Welfare Fund is a benefit plan reported by Sheet Metal Workers Local No 63 Health And Welfare Fund under EIN 04-6116422 and plan number 501. The latest loaded filing year is 2023. The filing reports 384 participants and $4,221,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local No 63 Health And Welfare Fund
- EIN
- 04-6116422
- Plan number
- 501
- Plan type
- 1
- Location
- Springfield, MA
- Latest filing year
- 2023
- Participants
- 384
- End-of-year plan assets
- $4,221,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 384 | H, C | 20241015163940NAL0050492192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,221,766
- Net assets (EOY)
- $4,221,766
- Net assets (BOY)
- $4,998,812
Income & contributions
- Employer contributions
- $5,575,103
- Participant contributions
- $476,484
- Total contributions
- $6,051,587
- Total income / additions
- $6,346,404
Expenses & distributions
- Benefits paid
- $6,399,451
- Administrative expenses
- $723,999
- Total expenses
- $7,123,450
- Net increase / (decrease)
- -$777,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $282,920 | not reported in the loaded dataset | 2023 |
| Elaine Lafleur | EMPLOYEE | $81,918 | not reported in the loaded dataset | 2023 |
| Saveon | NONE | $77,850 | not reported in the loaded dataset | 2023 |
| Foley Connelly | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Krakow, Souris And Landry | NONE | $29,575 | not reported in the loaded dataset | 2023 |
| Lapier, Dillon And Associates Pc | NONE | $16,910 | not reported in the loaded dataset | 2023 |
| Modern Assistance | NONE | $15,788 | not reported in the loaded dataset | 2023 |
| Aje Financial | NONE | $13,244 | not reported in the loaded dataset | 2023 |
| Compudat Systems | NONE | $10,900 | not reported in the loaded dataset | 2023 |
| Cybersystems | NONE | $6,588 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local No 63 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Springfield, MA
- Blue Cross Blue Shield — Schedule C compensation
- Elaine Lafleur — Schedule C compensation
- Saveon — Schedule C compensation
- Foley Connelly — Schedule C compensation
- Krakow, Souris And Landry — Schedule C compensation
- Lapier, Dillon And Associates Pc — Schedule C compensation
- Modern Assistance — Schedule C compensation
- Aje Financial — Schedule C compensation
- Compudat Systems — Schedule C compensation
- Cybersystems — Schedule C compensation