Sheet Metal Workers' Local No. 40 Health Fund — Form 5500 plan (Board Of Trustees Sheet Metal Workers' Local No. 40 Health 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. 40 Health Fund is a benefit plan reported by Board Of Trustees Sheet Metal Workers' Local No. 40 Health Fund under EIN 06-1013879 and plan number 501. The latest loaded filing year is 2023. The filing reports 467 participants and $4,404,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheet Metal Workers' Local No. 40 Health Fund
- EIN
- 06-1013879
- Plan number
- 501
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $4,404,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20241015200516NAL0029562033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,404,573
- Total liabilities (EOY)
- $476,861
- Net assets (EOY)
- $3,927,712
- Net assets (BOY)
- $3,003,801
Income & contributions
- Employer contributions
- $7,198,205
- Participant contributions
- $660,416
- Total contributions
- $7,858,621
- Total income / additions
- $8,345,764
Expenses & distributions
- Benefits paid
- $6,550,858
- Administrative expenses
- $870,995
- Total expenses
- $7,421,853
- Net increase / (decrease)
- $923,911
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $219,448 | not reported in the loaded dataset | 2023 |
| Payer Matrix | NONE | $213,501 | not reported in the loaded dataset | 2023 |
| Anthem Health Plans, Inc. | NONE | $182,832 | not reported in the loaded dataset | 2023 |
| Labor First | NONE | $72,797 | not reported in the loaded dataset | 2023 |
| Brown & Brown Of Ct, Inc. | NONE | $44,000 | not reported in the loaded dataset | 2023 |
| Reid & Riege, Pc | NONE | $42,150 | not reported in the loaded dataset | 2023 |
| Novak Francella. LLC | NONE | $30,938 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $11,185 | not reported in the loaded dataset | 2023 |
| Lhv Employee Assistance Program | NONE | $7,995 | not reported in the loaded dataset | 2023 |
| Robert M Cheverie & Assoc Pc | NONE | $6,499 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal Workers' Local No. 40 Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Zenith American Solutions — Schedule C compensation
- Payer Matrix — Schedule C compensation
- Anthem Health Plans, Inc. — Schedule C compensation
- Labor First — Schedule C compensation
- Brown & Brown Of Ct, Inc. — Schedule C compensation
- Reid & Riege, Pc — Schedule C compensation
- Novak Francella. LLC — Schedule C compensation
- Delta Dental — Schedule C compensation
- Lhv Employee Assistance Program — Schedule C compensation
- Robert M Cheverie & Assoc Pc — Schedule C compensation