Sheet Metal Workers Local Union No 25 New Jersey Welfare Fund — Form 5500 plan (Board Of Trustees, Sheet Metal Lcl Union No 25 Nj)
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 25 New Jersey Welfare Fund is a benefit plan reported by Board Of Trustees, Sheet Metal Lcl Union No 25 Nj under EIN 22-2586287 and plan number 501. The latest loaded filing year is 2023. The filing reports 792 participants and $26,831,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Sheet Metal Lcl Union No 25 Nj
- EIN
- 22-2586287
- Plan number
- 501
- Plan type
- 1
- Location
- Carlstadt, NJ
- Latest filing year
- 2023
- Participants
- 792
- End-of-year plan assets
- $26,831,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 792 | H, C | 20241010110201NAL0011398083006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,831,737
- Total liabilities (EOY)
- $916,906
- Net assets (EOY)
- $25,914,831
- Net assets (BOY)
- $22,967,967
Income & contributions
- Employer contributions
- $11,878,697
- Participant contributions
- $1,333,076
- Total contributions
- $13,211,773
- Total income / additions
- $15,433,496
Expenses & distributions
- Benefits paid
- $11,494,896
- Administrative expenses
- $991,736
- Total expenses
- $12,486,632
- Net increase / (decrease)
- $2,946,864
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $356,930 | not reported in the loaded dataset | 2023 |
| Karleen O Neill | NONE | $121,144 | not reported in the loaded dataset | 2023 |
| Virginia Olsen | NONE | $108,317 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $79,381 | not reported in the loaded dataset | 2023 |
| Manfre Cpa P.C. | NONE | $50,243 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Gsa Fund, Lp | NONE | $36,389 | not reported in the loaded dataset | 2023 |
| Cleary, Josem & Trigiani Llp | NONE | $27,189 | not reported in the loaded dataset | 2023 |
| Hi-Tech Nerds LLC | NONE | $20,680 | not reported in the loaded dataset | 2023 |
| Cigna Health & Life Insurance Co | NONE | $19,080 | not reported in the loaded dataset | 2023 |
| Syntonic Systems Inc. | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Mspc, Cpas | NONE | $8,485 | not reported in the loaded dataset | 2023 |
| Thomas P. Reynolds | NONE | $6,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Sheet Metal Lcl Union No 25 Nj
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Carlstadt, NJ
- Aetna Life Insurance Company — Schedule C compensation
- Karleen O Neill — Schedule C compensation
- Virginia Olsen — Schedule C compensation
- The Segal Company — Schedule C compensation
- Manfre Cpa P.C. — Schedule C compensation
- Boyd Watterson Gsa Fund, Lp — Schedule C compensation
- Cleary, Josem & Trigiani Llp — Schedule C compensation
- Hi-Tech Nerds LLC — Schedule C compensation
- Cigna Health & Life Insurance Co — Schedule C compensation
- Syntonic Systems Inc. — Schedule C compensation
- Mspc, Cpas — Schedule C compensation
- Thomas P. Reynolds — Schedule C compensation