Plan5500

Sheet Metal Workers Local Union No. 28 Welfare Fund — Form 5500 plan (Board Of Trustees Of Smw Lu No. 28 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 Union No. 28 Welfare Fund is a benefit plan reported by Board Of Trustees Of Smw Lu No. 28 Welfare Fund under EIN 13-5530847 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,990 participants and $134,509,419 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Smw Lu No. 28 Welfare Fund
EIN
13-5530847
Plan number
501
Plan type
1
Location
Mineola, NY
Latest filing year
2023
Participants
2,990
End-of-year plan assets
$134,509,419

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,990H, C20241012092037NAL0046437490001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$134,509,419
Total liabilities (EOY)
$18,053,324
Net assets (EOY)
$116,456,095
Net assets (BOY)
$128,151,589

Income & contributions

Employer contributions
$60,505,290
Participant contributions
$3,440,073
Total contributions
$63,945,363
Total income / additions
$74,123,184

Expenses & distributions

Benefits paid
$81,227,830
Administrative expenses
$4,590,848
Total expenses
$85,818,678
Net increase / (decrease)
-$11,695,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empire Health ChoiceNONE$1,672,413not reported in the loaded dataset2023
Santiago IdletEMPLOYEE$157,839not reported in the loaded dataset2023
Colleran, O'Hara & Mills LlpNONE$135,518not reported in the loaded dataset2023
Carelon Behavioral Healthnot reported in the loaded dataset$132,969not reported in the loaded dataset2023
Jennifer BlakeEMPLOYEE$114,360not reported in the loaded dataset2023
Molly SageEMPLOYEE$102,033not reported in the loaded dataset2023
Proskauer Rose LlpNONE$100,251not reported in the loaded dataset2023
Sele-Dent, Inc.NONE$99,686not reported in the loaded dataset2023
Calibre Cpa Group, PllcNONE$98,365not reported in the loaded dataset2023
Carlos AndradeEMPLOYEE$95,599not reported in the loaded dataset2023
Glen CamisaEMPLOYEE$92,455not reported in the loaded dataset2023
Eagle Asset ManagementNONE$79,635not reported in the loaded dataset2023
Ana UrrutiaEMPLOYEE$78,114not reported in the loaded dataset2023
Julie BenischeckEMPLOYEE$76,658not reported in the loaded dataset2023
Teri BraunerEMPLOYEE$72,066not reported in the loaded dataset2023
Dana SoehngenEMPLOYEE$70,813not reported in the loaded dataset2023
Milliman, Inc.NONE$69,000not reported in the loaded dataset2023
Flexible Business System, IncNONE$66,496not reported in the loaded dataset2023
Robert KatunaEMPLOYEE$57,805not reported in the loaded dataset2023
Data Research GroupNONE$55,392not reported in the loaded dataset2023
Khalil EngladEMPLOYEE$55,233not reported in the loaded dataset2023
Joan AeblyEMPLOYEE$52,419not reported in the loaded dataset2023
Lynette BrownEMPLOYEE$52,373not reported in the loaded dataset2023
Loomis Sayles & CompanyNONE$46,707not reported in the loaded dataset2023
Kahye JacksonEMPLOYEE$46,167not reported in the loaded dataset2023
Angelica DarbyEMPLOYEE$41,689not reported in the loaded dataset2023
Christina OvertonEMPLOYEE$37,693not reported in the loaded dataset2023
Syntonic System, Inc.NONE$32,053not reported in the loaded dataset2023
Tobenna ErikeEMPLOYEE$31,081not reported in the loaded dataset2023
Highland Capital ManagementNONE$28,844not reported in the loaded dataset2023
Reynolds Consulting ServicesNONE$28,090not reported in the loaded dataset2023
Amalgamated BankNONE$10,960$02023
PdiNONE$8,449not reported in the loaded dataset2023
Automatic Data ProcessingNONE$7,144not reported in the loaded dataset2023

Related Form 5500 pages