Sheet Metal Workers' Union Local 33 Cleveland District - Health Benefits Fund — Form 5500 plan (Sheet Metal Workers' Union Lcl 33 Cleveland Dist - Health Benefits Fd)
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' Union Local 33 Cleveland District - Health Benefits Fund is a benefit plan reported by Sheet Metal Workers' Union Lcl 33 Cleveland Dist - Health Benefits Fd under EIN 34-6746427 and plan number 501. The latest loaded filing year is 2023. The filing reports 908 participants and $27,522,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers' Union Lcl 33 Cleveland Dist - Health Benefits Fd
- EIN
- 34-6746427
- Plan number
- 501
- Plan type
- 1
- Location
- Parma, OH
- Latest filing year
- 2023
- Participants
- 908
- End-of-year plan assets
- $27,522,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 908 | H, C | 20250214094326NAL0040503392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,522,478
- Total liabilities (EOY)
- $1,666,964
- Net assets (EOY)
- $25,855,514
- Net assets (BOY)
- $25,100,530
Income & contributions
- Employer contributions
- $9,030,751
- Participant contributions
- $1,324,510
- Total contributions
- $10,355,261
- Total income / additions
- $11,186,165
Expenses & distributions
- Benefits paid
- $9,602,538
- Administrative expenses
- $828,643
- Total expenses
- $10,431,181
- Net increase / (decrease)
- $754,984
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE | $344,431 | not reported in the loaded dataset | 2023 |
| Community Insurance Company | NONE | $302,399 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $75,833 | not reported in the loaded dataset | 2023 |
| Allotta, Farley Co., Lpa | NONE | $36,727 | not reported in the loaded dataset | 2023 |
| Wellington Trust | NONE | $25,038 | not reported in the loaded dataset | 2023 |
| Impact Solutions | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Smw Local 33 Fringe Benefit Fund | NONE | $15,540 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co. | NONE | $15,126 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Mercer Human Resources Consulting | NONE | $13,470 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers' Union Lcl 33 Cleveland Dist - Health Benefits Fd
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Parma, OH
- Benesys — Schedule C compensation
- Community Insurance Company — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Allotta, Farley Co., Lpa — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Impact Solutions — Schedule C compensation
- Smw Local 33 Fringe Benefit Fund — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Clark, Schaefer, Hackett & Co — Schedule C compensation
- Mercer Human Resources Consulting — Schedule C compensation