Sheet Metal Workers Local 44 Welfare Fund — Form 5500 plan (Trustees Of The Sheet Metal Workers Local 44)
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 44 Welfare Fund is a benefit plan reported by Trustees Of The Sheet Metal Workers Local 44 under EIN 23-2143139 and plan number 501. The latest loaded filing year is 2023. The filing reports 329 participants and $2,685,886 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Sheet Metal Workers Local 44
- EIN
- 23-2143139
- Plan number
- 501
- Plan type
- 1
- Location
- Wilkes Barre, PA
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $2,685,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20241009151220NAL0037472194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,685,886
- Total liabilities (EOY)
- $95,855
- Net assets (EOY)
- $2,590,031
- Net assets (BOY)
- $1,796,636
Income & contributions
- Employer contributions
- $3,980,265
- Participant contributions
- $463,964
- Total contributions
- $4,474,352
- Total income / additions
- $4,592,229
Expenses & distributions
- Benefits paid
- $3,540,988
- Administrative expenses
- $257,846
- Total expenses
- $3,798,834
- Net increase / (decrease)
- $793,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark Inc | NONE | $62,726 | not reported in the loaded dataset | 2023 |
| Lawrence C Musgrove Associates | NONE | $33,000 | not reported in the loaded dataset | 2023 |
| Guardian Life Insurance Company | NONE | $17,186 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $13,050 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company Pc | NONE | $10,925 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $6,975 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Sheet Metal Workers Local 44
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wilkes Barre, PA
- Highmark Inc — Schedule C compensation
- Lawrence C Musgrove Associates — Schedule C compensation
- Guardian Life Insurance Company — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Alan Ross & Company Pc — Schedule C compensation
- Foster & Foster — Schedule C compensation