Sheet Metal Workers Local 83 Insurance Fund — Form 5500 plan (Trustees Insurance Fund Local 83)
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 83 Insurance Fund is a benefit plan reported by Trustees Insurance Fund Local 83 under EIN 14-1435258 and plan number 501. The latest loaded filing year is 2023. The filing reports 404 participants and $18,672,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Insurance Fund Local 83
- EIN
- 14-1435258
- Plan number
- 501
- Plan type
- 1
- Location
- Clifton Park, NY
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $18,672,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20241015133415NAL0056395186002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,672,504
- Total liabilities (EOY)
- $771,525
- Net assets (EOY)
- $17,900,979
- Net assets (BOY)
- $16,201,494
Income & contributions
- Employer contributions
- $5,166,675
- Participant contributions
- $751,957
- Total contributions
- $5,918,632
- Total income / additions
- $7,272,239
Expenses & distributions
- Benefits paid
- $5,010,755
- Administrative expenses
- $561,999
- Total expenses
- $5,572,754
- Net increase / (decrease)
- $1,699,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $90,438 | $0 | 2023 |
| Healthnow Administrative Services | NONE | $88,169 | not reported in the loaded dataset | 2023 |
| Jaeger & Flynn Associates | NONE | $76,042 | not reported in the loaded dataset | 2023 |
| Teal, Becker & Chiaramonte Cpas | NONE | $41,500 | not reported in the loaded dataset | 2023 |
| Bpas Actuarial And Pension Service | NONE | $23,400 | not reported in the loaded dataset | 2023 |
| James M. Sheppard, Cpa | NONE | $21,380 | not reported in the loaded dataset | 2023 |
| Delta Dental Of New York, Inc. | NONE | $18,136 | not reported in the loaded dataset | 2023 |
| Right Rx, LLC D/B/A Us-Rx Care | NONE | $11,708 | not reported in the loaded dataset | 2023 |
| Pozefsky, Bramley & Murphy | NONE | $11,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Insurance Fund Local 83
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Clifton Park, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Healthnow Administrative Services — Schedule C compensation
- Jaeger & Flynn Associates — Schedule C compensation
- Teal, Becker & Chiaramonte Cpas — Schedule C compensation
- Bpas Actuarial And Pension Service — Schedule C compensation
- James M. Sheppard, Cpa — Schedule C compensation
- Delta Dental Of New York, Inc. — Schedule C compensation
- Right Rx, LLC D/B/A Us-Rx Care — Schedule C compensation
- Pozefsky, Bramley & Murphy — Schedule C compensation