Sheet Metal Workers Health Fund Of Local Union No. 19 — Form 5500 plan (Sheet Metal Workers Health Fund Of Local Union No19)
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 Health Fund Of Local Union No. 19 is a benefit plan reported by Sheet Metal Workers Health Fund Of Local Union No19 under EIN 23-1324693 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,296 participants and $35,423,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Health Fund Of Local Union No19
- EIN
- 23-1324693
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 3,296
- End-of-year plan assets
- $35,423,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,296 | H, C | 20250217173848NAL0002257233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,423,495
- Total liabilities (EOY)
- $15,101,089
- Net assets (EOY)
- $20,322,406
- Net assets (BOY)
- $29,519,934
Income & contributions
- Employer contributions
- $48,863,694
- Participant contributions
- $7,032,195
- Total contributions
- $55,895,889
- Total income / additions
- $56,301,756
Expenses & distributions
- Benefits paid
- $63,776,511
- Administrative expenses
- $1,722,773
- Total expenses
- $65,499,284
- Net increase / (decrease)
- -$9,197,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independence Blue Cross | NONE | $1,478,074 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers Loc,#19 Pension | RELATED PARTY | $1,263,216 | not reported in the loaded dataset | 2023 |
| Labor First LLC | NONE | $613,677 | not reported in the loaded dataset | 2023 |
| Guardian Nurses | NONE | $442,902 | not reported in the loaded dataset | 2023 |
| Benecard Services Inc | NONE | $282,836 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Pennsylvania | NONE | $116,198 | not reported in the loaded dataset | 2023 |
| Conner Strong & Buckelew Companies | NONE | $111,000 | not reported in the loaded dataset | 2023 |
| Total Care Network, Inc. | NONE | $84,164 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Mgmt LLC | NONE | $76,115 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $10,865 | $50,468 | 2023 |
| Chartwell Investment Partners | NONE | $59,129 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $39,025 | $5,076 | 2023 |
| Spear Wilderman,Pc | NONE | $36,121 | $2,282 | 2023 |
| Susanin,Widman & Brennan, Pc | NONE | $32,782 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $32,500 | not reported in the loaded dataset | 2023 |
| Delaware Valley Healthcare Coalitio | NONE | $0 | $21,897 | 2023 |
| Allied Trades Assistance Program | not reported in the loaded dataset | $18,313 | not reported in the loaded dataset | 2023 |
| National Vision Administrators | NONE | $17,903 | not reported in the loaded dataset | 2023 |
| Td Bank, N.A. | NONE | $17,424 | not reported in the loaded dataset | 2023 |
| Principal Financial Group, Inc. | NONE | $7,835 | $0 | 2023 |
| Kennedy Printing Company Inc | NONE | $7,101 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Health Fund Of Local Union No19
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Independence Blue Cross — Schedule C compensation
- Sheet Metal Workers Loc,#19 Pension — Schedule C compensation
- Labor First LLC — Schedule C compensation
- Guardian Nurses — Schedule C compensation
- Benecard Services Inc — Schedule C compensation
- Delta Dental Of Pennsylvania — Schedule C compensation
- Conner Strong & Buckelew Companies — Schedule C compensation
- Total Care Network, Inc. — Schedule C compensation
- Boyd Watterson Asset Mgmt LLC — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Spear Wilderman,Pc — Schedule C compensation
- Susanin,Widman & Brennan, Pc — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Delaware Valley Healthcare Coalitio — Schedule C compensation
- Allied Trades Assistance Program — Schedule C compensation
- National Vision Administrators — Schedule C compensation
- Td Bank, N.A. — Schedule C compensation
- Principal Financial Group, Inc. — Schedule C compensation
- Kennedy Printing Company Inc — Schedule C compensation