Sheet Metal, Air, Rail Transportation No.27 Health — Form 5500 plan (Smart Local 27 Health And Welfare Fund 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, Air, Rail Transportation No.27 Health is a benefit plan reported by Smart Local 27 Health And Welfare Fund Trustees under EIN 22-1538529 and plan number 501. The latest loaded filing year is 2023. The filing reports 333 participants and $12,606,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smart Local 27 Health And Welfare Fund Trustees
- EIN
- 22-1538529
- Plan number
- 501
- Plan type
- 1
- Location
- Farmingdale, NJ
- Latest filing year
- 2023
- Participants
- 333
- End-of-year plan assets
- $12,606,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 333 | H, C | 20241014183107NAL0047166784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,606,665
- Total liabilities (EOY)
- $1,130,649
- Net assets (EOY)
- $11,476,016
- Net assets (BOY)
- $10,041,644
Income & contributions
- Employer contributions
- $10,821,945
- Participant contributions
- $275,629
- Total contributions
- $11,098,409
- Total income / additions
- $12,316,809
Expenses & distributions
- Benefits paid
- $10,170,152
- Administrative expenses
- $712,285
- Total expenses
- $10,882,437
- Net increase / (decrease)
- $1,434,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $421,267 | not reported in the loaded dataset | 2023 |
| Acrisure LLC | NONE | $0 | $193,345 | 2023 |
| Lisa Jobbers | EMPLOYEE | $65,206 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Dyan Mcgovern | EMPLOYEE | $39,375 | not reported in the loaded dataset | 2023 |
| Bmi Audit Services | NONE | $32,671 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers Local Union 27 | RELATED FUND | $32,500 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $32,225 | not reported in the loaded dataset | 2023 |
| O'Brien Belland & Bushinsky LLC | NONE | $20,586 | not reported in the loaded dataset | 2023 |
| Captrust | NONE | $20,475 | not reported in the loaded dataset | 2023 |
| Allied Trades Assistance Program | NONE | $11,804 | not reported in the loaded dataset | 2023 |
| Convexserv Technology Solutions LLC | NONE | $10,040 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $7,369 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smart Local 27 Health And Welfare Fund Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Farmingdale, NJ
- Aetna Life Insurance Company — Schedule C compensation
- Acrisure LLC — Schedule C compensation
- Lisa Jobbers — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Dyan Mcgovern — Schedule C compensation
- Bmi Audit Services — Schedule C compensation
- Sheet Metal Workers Local Union 27 — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- O'Brien Belland & Bushinsky LLC — Schedule C compensation
- Captrust — Schedule C compensation
- Allied Trades Assistance Program — Schedule C compensation
- Convexserv Technology Solutions LLC — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation