Local 33 Supplemental Retiree Health Fund — Form 5500 plan (Sheet Metal Workers Local 33 Supplemental Retiree 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, Local 33 Supplemental Retiree Health Fund is a benefit plan reported by Sheet Metal Workers Local 33 Supplemental Retiree Health Fund under EIN 20-6576932 and plan number 501. The latest loaded filing year is 2023. The filing reports 693 participants and $2,083,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local 33 Supplemental Retiree Health Fund
- EIN
- 20-6576932
- Plan number
- 501
- Plan type
- 1
- Location
- Parma, OH
- Latest filing year
- 2023
- Participants
- 693
- End-of-year plan assets
- $2,083,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 693 | H, C | 20241011070655NAL0021465441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,083,541
- Total liabilities (EOY)
- $3,387
- Net assets (EOY)
- $2,080,154
- Net assets (BOY)
- $1,983,878
Income & contributions
- Employer contributions
- $78,523
- Total contributions
- $78,523
- Total income / additions
- $207,157
Expenses & distributions
- Benefits paid
- $64,412
- Administrative expenses
- $46,469
- Total expenses
- $110,881
- Net increase / (decrease)
- $96,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $12,390 | $0 | 2023 |
| Allotta Farley | NONE | $11,491 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $9,450 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $9,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local 33 Supplemental Retiree Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Parma, OH
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Allotta Farley — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation