Sheet Metal Workers Local 46 Health Fund — Form 5500 plan (Sheet Metal Workers Local 46 Health Fund Board Of Trustees)
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 46 Health Fund is a benefit plan reported by Sheet Metal Workers Local 46 Health Fund Board Of Trustees under EIN 16-0760551 and plan number 501. The latest loaded filing year is 2023. The filing reports 459 participants and $12,732,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local 46 Health Fund Board Of Trustees
- EIN
- 16-0760551
- Plan number
- 501
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 459
- End-of-year plan assets
- $12,732,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 459 | H, C | 20250404140936NAL0019586064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,732,866
- Total liabilities (EOY)
- $661,588
- Net assets (EOY)
- $12,071,278
- Net assets (BOY)
- $10,766,276
Income & contributions
- Employer contributions
- $7,144,006
- Participant contributions
- $692,516
- Total contributions
- $7,836,522
- Total income / additions
- $8,682,412
Expenses & distributions
- Benefits paid
- $6,373,849
- Administrative expenses
- $1,003,561
- Total expenses
- $7,377,410
- Net increase / (decrease)
- $1,305,002
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Envision Pharmaceutical Services | THIRD PARTY ADMINISTRATOR | $76,266 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $67,039 | not reported in the loaded dataset | 2023 |
| Bonadio & Co. Llp | NONE | $63,766 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc. | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $54,770 | not reported in the loaded dataset | 2023 |
| Melanie Cammileri | EMPLOYEE | $43,040 | not reported in the loaded dataset | 2023 |
| Local 46 Smw Buildg Corp | RELATED ENTITY | $41,236 | not reported in the loaded dataset | 2023 |
| Stacey Walker | EMPLOYEE | $33,928 | not reported in the loaded dataset | 2023 |
| Kelly Webster | EMPLOYEE | $22,000 | not reported in the loaded dataset | 2023 |
| Sharon Chaplain | EMPLOYEE | $19,392 | not reported in the loaded dataset | 2023 |
| Lifetime Benefit Solutions | THIRD PARTY ADMINISTRATOR | $18,700 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, Inc. | INVESTMENT MANAGER | $16,872 | not reported in the loaded dataset | 2023 |
| Mindy Laclair | EMPLOYEE | $15,576 | not reported in the loaded dataset | 2023 |
| Entre Computer Services | NONE | $13,588 | not reported in the loaded dataset | 2023 |
| The Segal Co. | NONE | $12,945 | not reported in the loaded dataset | 2023 |
| Jennifer Hoppin-Bingo | EMPLOYEE | $11,243 | not reported in the loaded dataset | 2023 |
| Karpus | INVESTMENT MANAGER | $7,827 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local 46 Health Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Envision Pharmaceutical Services — Schedule C compensation
- Blitman & King — Schedule C compensation
- Bonadio & Co. Llp — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Melanie Cammileri — Schedule C compensation
- Local 46 Smw Buildg Corp — Schedule C compensation
- Stacey Walker — Schedule C compensation
- Kelly Webster — Schedule C compensation
- Sharon Chaplain — Schedule C compensation
- Lifetime Benefit Solutions — Schedule C compensation
- Manning & Napier Advisors, Inc. — Schedule C compensation
- Mindy Laclair — Schedule C compensation
- Entre Computer Services — Schedule C compensation
- The Segal Co. — Schedule C compensation
- Jennifer Hoppin-Bingo — Schedule C compensation
- Karpus — Schedule C compensation